· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHAMROCK DEVELOP & CONST INC — SHAMROCK DEVELOP & CONST INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250512174422NAL0027096256001
SHAMROCK DEVELOP & CONST INC
Form 5500-SF
FILING_RECEIVED
SHAMROCK DEVELOP & CONST INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
10
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHAMROCK DEVELOP & CONST INC
.
Find decision makers
Plan sponsor
Name
SHAMROCK DEVELOP & CONST INC
EIN
20-5131239
Address
289 WRIGHT BROTHERS AVE · LIVERMORE, CA · 945519492
Phone
(925) 980-6282
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
STRUCTURAL SYSTEMS, INC.
THE STRUCTURAL SYSTEMS CASH BALANCE PLAN
$1.0M · 5 participants
ESSENTIAL CONSTRUCTION & MAINTEN
ESSENTIAL CONSTRUCTION MAINTENANCE SERVICES 401K PLAN
$1.0M · 25 participants
MONPAT CONSTRUCTION INC.
MONPAT CONSTRUCTION INC. PROFIT SHARING PLAN
$1.0M · 6 participants
R CHAVEZ CONSTRUCTION COMPANY INC.
R CHAVEZ CONSTRUCTION COMPANY INC. 401(K) PLAN
$1.0M · 26 participants
BBI CONSTRUCTION MANAGEMENT, INC.
BBI CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 14 participants
QUANTUM FACILITIES SERVICES LLC
QUANTUM FACILITIES SERVICES LLC 401(K) PLAN
$1.0M · 26 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B