Shamrock Capital Advisors 401(k) Plan

Wealthminder's Take

Shamrock Capital Advisors 401(k) Plan at Shamrock Capital Advisors, Llc in the Management of Companies and Enterprises industry has an unknown number of investment options, and a total of $3,459,066.00 in assets. With 25 participants, the Shamrock Capital Advisors 401(k) Plan has an average balance per participant of $138,362.64.

Plan Ratings
Compared to other Management of Companies and Enterprises plans
Wealthminder Rating
3
87
Your Plan
91

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
87
Company Match Level
89
Employee Participation Rate
81
Employee Contribution Level
96
Average Balance Size
85
Shamrock Capital Advisors, Llc Details
Address
1100 Glendon Avenue, #1250
Los Angeles, CA 90024
Telephone
310-974-6604
Total Assets
$3,459,066.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
25
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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