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  1. Companies/
  2. Shamrock Capital Advisors, LLC

Filings through Oct 24, 2026.

Shamrock Capital Advisors, LLC

EIN 27-1748810-investment management-Latest filing 2025
Plans
1
Retirement
1
$19.7M assets
Health & Benefits
0
Participants
98
1100 GLENDON AVENUE, #1600 - LOS ANGELES, CA 90024310-974-6604shamrockcap.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$19.7M - 98 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN

401(k)

Assets$19.7M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN401(k)$19.7M982025
  • SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN$19.7M
    #001 · 401(k) · 202598
Retirement plans
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