Civic Intelligence

SHAMROCK CAPITAL ADVISORS, LLC

Plan context: SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN

EIN 27-1748810 • Los Angeles, CA • 15 filings • 2 plans

1100 Glendon Avenue, #1600Los Angeles, CA 90024
Current Snapshot

Latest Year

2025

2025 Participants

93

2025 Assets

$19,651,772

2025 Contributions

$2,110,269

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$19,651,772$9,825,886$0201120182025YearValue
$19,651,772Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

93470201120182025YearValue
93Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025193$19,651,772$2,110,269$22,691iApproximate average salary by contribution assumption: employee only about $567,277 at 4% or $378,184 at 6%; with 50% employer match about $378,184 at 4% or $252,123 at 6%; with 100% employer match about $283,638 at 4% or $189,092 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-93$19,651,772$2,110,269$22,691iApproximate average salary by contribution assumption: employee only about $567,277 at 4% or $378,184 at 6%; with 50% employer match about $378,184 at 4% or $252,123 at 6%; with 100% employer match about $283,638 at 4% or $189,092 at 6%.
2024189$15,219,074$1,851,036$20,798iApproximate average salary by contribution assumption: employee only about $519,954 at 4% or $346,636 at 6%; with 50% employer match about $346,636 at 4% or $231,091 at 6%; with 100% employer match about $259,977 at 4% or $173,318 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-89$15,219,074$1,851,036$20,798iApproximate average salary by contribution assumption: employee only about $519,954 at 4% or $346,636 at 6%; with 50% employer match about $346,636 at 4% or $231,091 at 6%; with 100% employer match about $259,977 at 4% or $173,318 at 6%.
2023177$12,246,807$1,498,726$19,464iApproximate average salary by contribution assumption: employee only about $486,599 at 4% or $324,400 at 6%; with 50% employer match about $324,400 at 4% or $216,266 at 6%; with 100% employer match about $243,300 at 4% or $162,200 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-77$12,246,807$1,498,726$19,464iApproximate average salary by contribution assumption: employee only about $486,599 at 4% or $324,400 at 6%; with 50% employer match about $324,400 at 4% or $216,266 at 6%; with 100% employer match about $243,300 at 4% or $162,200 at 6%.
2022158$9,737,776$1,099,137$18,951iApproximate average salary by contribution assumption: employee only about $473,766 at 4% or $315,844 at 6%; with 50% employer match about $315,844 at 4% or $210,563 at 6%; with 100% employer match about $236,883 at 4% or $157,922 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-58$9,737,776$1,099,137$18,951iApproximate average salary by contribution assumption: employee only about $473,766 at 4% or $315,844 at 6%; with 50% employer match about $315,844 at 4% or $210,563 at 6%; with 100% employer match about $236,883 at 4% or $157,922 at 6%.
2021141$11,142,852$827,682$20,187iApproximate average salary by contribution assumption: employee only about $504,684 at 4% or $336,456 at 6%; with 50% employer match about $336,456 at 4% or $224,304 at 6%; with 100% employer match about $252,342 at 4% or $168,228 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-41$11,142,852$827,682$20,187iApproximate average salary by contribution assumption: employee only about $504,684 at 4% or $336,456 at 6%; with 50% employer match about $336,456 at 4% or $224,304 at 6%; with 100% employer match about $252,342 at 4% or $168,228 at 6%.
2020140$8,710,888$465,200$11,630iApproximate average salary by contribution assumption: employee only about $290,750 at 4% or $193,833 at 6%; with 50% employer match about $193,833 at 4% or $129,222 at 6%; with 100% employer match about $145,375 at 4% or $96,917 at 6%.
SHAMROCK CAPITAL ADVISORS, LLC 401(K) PLAN-40$8,710,888$465,200$11,630iApproximate average salary by contribution assumption: employee only about $290,750 at 4% or $193,833 at 6%; with 50% employer match about $193,833 at 4% or $129,222 at 6%; with 100% employer match about $145,375 at 4% or $96,917 at 6%.
2019140$7,435,265$641,348$16,034iApproximate average salary by contribution assumption: employee only about $400,843 at 4% or $267,228 at 6%; with 50% employer match about $267,228 at 4% or $178,152 at 6%; with 100% employer match about $200,421 at 4% or $133,614 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-40$7,435,265$641,348$16,034iApproximate average salary by contribution assumption: employee only about $400,843 at 4% or $267,228 at 6%; with 50% employer match about $267,228 at 4% or $178,152 at 6%; with 100% employer match about $200,421 at 4% or $133,614 at 6%.
2018141$5,921,180$1,017,029$24,806iApproximate average salary by contribution assumption: employee only about $620,140 at 4% or $413,426 at 6%; with 50% employer match about $413,426 at 4% or $275,618 at 6%; with 100% employer match about $310,070 at 4% or $206,713 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-41$5,921,180$1,017,029$24,806iApproximate average salary by contribution assumption: employee only about $620,140 at 4% or $413,426 at 6%; with 50% employer match about $413,426 at 4% or $275,618 at 6%; with 100% employer match about $310,070 at 4% or $206,713 at 6%.
2017134$5,430,153$567,811$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-34$5,430,153$567,811$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
2016137$4,219,151$723,274$19,548iApproximate average salary by contribution assumption: employee only about $488,699 at 4% or $325,799 at 6%; with 50% employer match about $325,799 at 4% or $217,199 at 6%; with 100% employer match about $244,349 at 4% or $162,900 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-37$4,219,151$723,274$19,548iApproximate average salary by contribution assumption: employee only about $488,699 at 4% or $325,799 at 6%; with 50% employer match about $325,799 at 4% or $217,199 at 6%; with 100% employer match about $244,349 at 4% or $162,900 at 6%.
2015128$3,730,833$612,860$21,888iApproximate average salary by contribution assumption: employee only about $547,196 at 4% or $364,798 at 6%; with 50% employer match about $364,798 at 4% or $243,198 at 6%; with 100% employer match about $273,598 at 4% or $182,399 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-28$3,730,833$612,860$21,888iApproximate average salary by contribution assumption: employee only about $547,196 at 4% or $364,798 at 6%; with 50% employer match about $364,798 at 4% or $243,198 at 6%; with 100% employer match about $273,598 at 4% or $182,399 at 6%.
2014125$3,459,066$491,189$19,648iApproximate average salary by contribution assumption: employee only about $491,189 at 4% or $327,459 at 6%; with 50% employer match about $327,459 at 4% or $218,306 at 6%; with 100% employer match about $245,595 at 4% or $163,730 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-25$3,459,066$491,189$19,648iApproximate average salary by contribution assumption: employee only about $491,189 at 4% or $327,459 at 6%; with 50% employer match about $327,459 at 4% or $218,306 at 6%; with 100% employer match about $245,595 at 4% or $163,730 at 6%.
2013124$2,879,931$463,078$19,295iApproximate average salary by contribution assumption: employee only about $482,373 at 4% or $321,582 at 6%; with 50% employer match about $321,582 at 4% or $214,388 at 6%; with 100% employer match about $241,186 at 4% or $160,791 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-24$2,879,931$463,078$19,295iApproximate average salary by contribution assumption: employee only about $482,373 at 4% or $321,582 at 6%; with 50% employer match about $321,582 at 4% or $214,388 at 6%; with 100% employer match about $241,186 at 4% or $160,791 at 6%.
2012122$2,104,821$732,641$33,302iApproximate average salary by contribution assumption: employee only about $832,547 at 4% or $555,031 at 6%; with 50% employer match about $555,031 at 4% or $370,021 at 6%; with 100% employer match about $416,273 at 4% or $277,516 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-22$2,104,821$732,641$33,302iApproximate average salary by contribution assumption: employee only about $832,547 at 4% or $555,031 at 6%; with 50% employer match about $555,031 at 4% or $370,021 at 6%; with 100% employer match about $416,273 at 4% or $277,516 at 6%.
2011119$1,162,780$1,145,838$60,307iApproximate average salary by contribution assumption: employee only about $1,507,682 at 4% or $1,005,121 at 6%; with 50% employer match about $1,005,121 at 4% or $670,081 at 6%; with 100% employer match about $753,841 at 4% or $502,561 at 6%.
SHAMROCK CAPITAL ADVISORS 401(K) PLAN-19$1,162,780$1,145,838$60,307iApproximate average salary by contribution assumption: employee only about $1,507,682 at 4% or $1,005,121 at 6%; with 50% employer match about $1,005,121 at 4% or $670,081 at 6%; with 100% employer match about $753,841 at 4% or $502,561 at 6%.