How big is Shoreline Partners, LLC's plan?

Shoreline Partners, LLC's plan reported $357K in assets and 6 participants for 2024.

Original filing (PDF)20251008114507NAL0003244067001

Shoreline Partners, LLC

Name: Shoreline Partners, LLC — Shoreline Partners, LLC, Form 5500 (2024)
Creator: Shoreline Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoreline Partners, LLC 401(k) Plan

401(k) retirement plan · Shoreline Partners, LLC's Shoreline Partners, LLC 401(k) Plan held $357K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

Plan identifiers

Shoreline Partners, LLC's EIN is 33-0762029.

EIN 33-0762029

Plan number 001

Plan year 2024

ACK ID 20251008114507NAL0003244067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shoreline Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shoreline Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHORELINE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score