Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (36)
Average in Peer Group (64)
Highest in Peer Group (90)

Plan Description

Shamrock Foods Company 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 35% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Shamrock Foods Company 401k Plan and Trust currently has over 3,700 active participants and over $138.8M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (75) and the top rated plan (90) could equate to:
10
Additional years of work
151,070
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3900 E Camelback Rd Suite 300
  • Location
    Phoenix , AZ
  • 85018
  • Industry
    Wholesale Trade
  • Administrator
    Robert Beake
  • Net Plan Assets
    $139,000,000
  • Total Participants
    3,700
  • Avg Account Balance
    $38,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
CGB Enterprises 79.4
Associated Wholesale Grocers 73.0
Kate Spade & Company 71.8
Trinidad Benham 69.3
Dot Foods 67.4
Kellwood Company 67.3
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Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Advisor Freedom 40%
18%
Fidelity 500 Index 17%
6%
Fidelity Small Cap Index 11%
36%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Rowland Carmichael Advisors, Inc.
Recordkeeper
Fidelity
Auditor
CBIZ Financial Solutions, Inc.

Articles and Questions