How big is Shamrock Capital Advisors, LLC's plan?

Shamrock Capital Advisors, LLC's plan reported $19.7M in assets and 68 participants for 2025.

Original filing (PDF)20260416152526NAL0018355185001

Shamrock Capital Advisors, LLC

Name: Shamrock Capital Advisors, LLC — Shamrock Capital, Form 5500 (2025)
Creator: Shamrock Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shamrock Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Shamrock Capital Advisors, LLC's Shamrock Capital Advisors, LLC 401(k) Plan held $19.7M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.7M

Net assets (EOY)

$19.7M

Plan identifiers

Shamrock Capital Advisors, LLC's EIN is 27-1748810.

EIN 27-1748810

Plan number 001

Plan year 2025

ACK ID 20260416152526NAL0018355185001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shamrock Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shamrock Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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