Find an old Shamrock Trading 401(k)
Shamrock Trading Corporation 401(k) Profit Sharing Plan
Shamrock Trading Corporation · Plan 001 · EIN 20-3564413 · Overland Park, KS
| Plan administrator | Shamrock Trading Corporation 9300 Metcalf Ave., Overland Park, KS 66212 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch, Pierce Fenner & Smit | Schedule C ↗ |
| Former employees with balances | 411 separated participants still had money in the plan | Form 5500 ↗ |
Shamrock Trading Corporation ESOP Retirement Plan
Shamrock Trading Corporation · Plan 002 · EIN 20-3564413 · Overland Park, KS
| Plan administrator | Shamrock Trading Corporation 9300 Metcalf Ave., Overland Park, KS 66212 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 14 separated participants still had money in the plan | Form 5500 ↗ |
Shamrock Trading 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Shamrock Trading 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Shamrock Trading Corporation, (913) 310-1406. The accounts are held by the recordkeeper, Merrill Lynch, Pierce Fenner & Smit. Have your Social Security number and dates of employment ready.
What is the Shamrock Trading 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (913) 310-1406.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Shamrock Trading and does not hold accounts. Not financial advice. Report a correction