Shamrock Foods 401(k) match, vesting and fees
What Shamrock Foods' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 56 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Shamrock Foods: employer contribution per participant | $2,821 | |
| Peer median | $2,404 |
| Shamrock Foods: average balance | $62,551 | |
| Peer median | $85,831 |
| Shamrock Foods: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $393M at the end of plan year 2023 to $455M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,955 | $455M | $20.5M | $2,821 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 7,147 | $393M | $19.7M | $2,810 | 0.19% | Not published | Form 5500 ↗ |
Other Shamrock Foods plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shamrock Foods Company Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Shamrock Foods match 401(k) contributions?
The match terms for the Shamrock Foods Company 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $20.5M in employer contributions, about $2,821 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shamrock Foods 401(k) match vested?
The vesting schedule for the Shamrock Foods Company 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shamrock Foods 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Shamrock Foods Company.
I left Shamrock Foods. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shamrock Foods Company, (602) 233-6401) or the recordkeeper, Fidelity Investments Institutional. The Shamrock Foods old 401(k) page lists the contacts from every plan filing. Find an old Shamrock Foods 401(k)
Data from the public Form 5500 annual reports Shamrock Foods filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Shamrock Foods. Not financial advice. Report a correction · Methodology