Original filing (PDF)20241002104752NAL0014809296001

SHAMROCK & THISTLE, LLC

Name: SHAMROCK & THISTLE, LLC — SHAMROCK & THISTLE, LLC 401(K) PLAN, Form 5500 (2023)
Creator: SHAMROCK & THISTLE, LLC

Form 5500-SF

FILING_RECEIVED

SHAMROCK & THISTLE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAMROCK & THISTLE, LLC.

Plan sponsor

Name

SHAMROCK & THISTLE, LLC

EIN

46-2462937

Address

109 BELLA VISTA DRIVE · GOODLETTSVILLE, TN · 37072

Phone

(615) 424-2325

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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