How big is Shamrock V.B. Inc.'s plan?

Shamrock V.B. Inc.'s plan reported $351K in assets and 5 participants for 2024.

Original filing (PDF)20250721124930NAL0001206945001

Shamrock V.B. Inc.

Name: Shamrock V.B. Inc. — Shamrock V.B. 401(k) Plan, Form 5500 (2024)
Creator: Shamrock V.B. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shamrock V.B. 401(k) Plan

401(k) retirement plan · Shamrock V.B. Inc.'s Shamrock V.B. 401(k) Plan held $351K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

Peter Monzi signed Shamrock V.B. Inc.'s 2024 Form 5500 as plan administrator.

Peter Monzi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shamrock V.B. Inc.'s EIN is 01-0589833.

EIN 01-0589833

Plan number 001

Plan year 2024

ACK ID 20250721124930NAL0001206945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shamrock V.B. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shamrock V.B. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAMROCK V.B. INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score