How big is Shoreline Wealth Management LLC's plan?

Shoreline Wealth Management LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250429182422NAL0000579187001

Shoreline Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Shoreline Wealth Management LLC 401(k) Plan

401(k) retirement plan · Shoreline Wealth Management LLC's Shoreline Wealth Management LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Carrie Lamprecht signed Shoreline Wealth Management LLC's 2024 Form 5500 as plan administrator.

Carrie Lamprecht — 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

Shoreline Wealth Management LLC's EIN is 46-0837694.

EIN 46-0837694

Plan number 001

Plan year 2024

ACK ID 20250429182422NAL0000579187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shoreline 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 SHORELINE 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