Kurt Mazur signed Shamrock Wealth Management, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shamrock Wealth Management, Inc.'s EIN is 47-5158448.
Download the official 2025 Form 5500 (PDF) for Shamrock Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Shamrock Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
