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Original filing (PDF)20250416133142NAL0004993953001
SHAMROCK FOODS COMPANY
Form 5500
FILING_RECEIVED
SHAMROCK FOODS COMPANY RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAMROCK FOODS COMPANY.
Plan sponsor
Name
SHAMROCK FOODS COMPANY
EIN
86-0209968
Address
3900 EAST CAMELBACK ROAD · SUITE 300 · PHOENIX, AZ · 85018
Phone
(602) 233-6401
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-09-25
Filed
2025-04-16
Pension benefit codes
1A · Pay-related DB formula
1H · PBGC-terminated and closed out
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $263K | — |
| MERCER GLOBAL ADVISORS | 74-3257877 | — | NONE | $147K | — |
| USI CONSULTING GROUP INC | — | GLASTONBURY, CT | NONE | $86K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | NONE | $39K | — |
| CBIZ RIS | 31-1582098 | — | NONE | $7K | — |
Investments
3 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AON INTERMEDIATE CR BD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | $0 | — |
| AON LONG CR BD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | $0 | — |
| AON US LONG GOVT BD INDEX FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | $0 | — |