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SHAMROCK WEALTH MANAGEMENT, INC.

EIN 47-5158448-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
3
991 SIBLEY MEMORIAL HIGHWAY - LILYDALE, MN 55118651-317-4330shamrockwm.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.2M - 3 part

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Retirement#001

SHAMROCK WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHAMROCK WEALTH MANAGEMENT 401(K) PLAN401k$1.2M32025
Retirement plans
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