Original filing (PDF)20260421155756NAL0004188112001

Shorepoint Capital Partners, LLC

Name: Shorepoint Capital Partners, LLC — Shorepoint, Form 5500 (2025)
Creator: Shorepoint Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shorepoint Capital Partners, LLC 401(k) Plan

401(k) retirement plan · Shorepoint Capital Partners, LLC's Shorepoint Capital Partners, LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Alicia M. Turner signed Shorepoint Capital Partners, LLC's 2025 Form 5500 as plan administrator.

Alicia M. Turner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shorepoint Capital Partners, LLC's EIN is 27-1108488.

EIN 27-1108488

Plan number 001

Plan year 2025

ACK ID 20260421155756NAL0004188112001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shorepoint Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shorepoint Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHOREPOINT CAPITAL PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score