Shamrock Trading Corporation 401(k) Plan: Login, Facts & Contact Information

Shamrock Trading Corporation 401(k) Plan Facts

Plan name
SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHAMROCK TRADING CORPORATION
Participants
2,633 (2,503 active employees)
Former employees with a balance
320
Plan assets
$122,139,863 at Dec 31, 2024
Average account balance
$43,999 across 2,776 accounts
Employer contributions
$7,144,402 in plan year 2024 (34% of all contributions)
Recordkeeper
Merrill Lynch, Pierce Fenner & Smit
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.9 million went into the plan in contributions, $7.14 million of it from the employer (34%).
  • $4.98 million was paid out to participants.
  • Investment and other income added $11.9 million.
  • Administrative expenses were $96,535, about $35 per account.

How the Shamrock Trading Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019836$39.6 million$2.31 million$1.51 million
20201,085$51.2 million$2.86 million$2.69 million
20211,188$67.1 million$3.63 million$3.48 million
20221,732$68.1 million$4.72 million$3.44 million
20232,324$94.1 million$6.04 million$3.17 million
20242,633$122.1 million$7.14 million$4.98 million

Shamrock Trading Corporation 401(k) Contact Information

Phone
913-492-7006
Mailing address
9300 METCALF AVE., OVERLAND PARK KS 66212
Plan sponsor
SHAMROCK TRADING CORPORATION
Employer identification number (EIN)
20-3564413
Plan number
001

Questions about the Shamrock Trading Corporation 401(k)

Does Shamrock Trading Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.14 million, 34% of all contributions.

Does the Shamrock Trading Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Shamrock Trading Corporation 401(k) plan?

2,633 participants at the start of plan year 2024, 2,503 of them active employees, and 320 former employees who still had money in the plan.

What is the average 401(k) balance at Shamrock Trading Corporation?

About $43,999 per account: $122.1 million in plan assets across 2,776 accounts with a balance at the end of plan year 2024.

Who manages the Shamrock Trading Corporation 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE FENNER & SMIT) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Shamrock Trading Corporation. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 3900 E CAMELBACK RD SUITE 300, PHOENIX, AZ, 85018
Headquarter: 655 WEST EIGHTH STREET, JACKSONVILE, FL, 322096511
Headquarter: 30500 BAINBRIDGE ROAD, SOLON, OH, 441392216
Headquarter: 8027 FORSYTH BLVD., CLAYTON, MO, 63105
Headquarter: 100 CENTURYLINK DRIVE P. O. BOX 4065, MONROE, LA, 71203