How big is Shore Wealth Management, LLC's plan?

Shore Wealth Management, LLC's plan reported $850K in assets and 5 participants for 2025.

Original filing (PDF)20260506155140NAL0002724720001

Shore Wealth Management, LLC

Name: Shore Wealth Management, LLC — Shore Wealth, Form 5500 (2025)
Creator: Shore Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shore Wealth Management 401(k) Plan

401(k) retirement plan · Shore Wealth Management, LLC's Shore Wealth Management 401(k) Plan held $850K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$850K

Net assets (EOY)

$850K

People on this filing

Lesley Shore signed Shore Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Lesley Shore — 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

Shore Wealth Management, LLC's EIN is 41-3232941.

EIN 41-3232941

Plan number 001

Plan year 2025

ACK ID 20260506155140NAL0002724720001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shore Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shore Wealth Management, 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 SHORE WEALTH MANAGEMENT, 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