Original filing (PDF)20250411135428NAL0023303249001

SHAMROCK HOLDINGS, LLC DBA HSD METRICS

Name: SHAMROCK HOLDINGS, LLC DBA HSD METRICS — HSD METRICS 401(K) PLAN, Form 5500 (2024)
Creator: SHAMROCK HOLDINGS, LLC DBA HSD METRICS

Form 5500-SF

FILING_RECEIVED

HSD METRICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SHAMROCK HOLDINGS, LLC DBA HSD METRICS

EIN

38-4070413

Address

6 E 5TH ST. · SUITE 499 · COVINGTON, KY · 41011

Phone

(800) 295-1863

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator