How big is Shorebridge Wealth Management's plan?

Shorebridge Wealth Management's plan reported $4.6M in assets and 13 participants for 2024.

Original filing (PDF)20250515123023NAL0030618752001

Shorebridge Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Shorebridge Wealth Management 401(k) Retirement Plan

401(k) retirement plan · Shorebridge Wealth Management's Shorebridge Wealth Management 401(k) Retirement Plan held $4.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Shorebridge Wealth Management's EIN is 46-1997333.

EIN 46-1997333

Plan number 001

Plan year 2024

ACK ID 20250515123023NAL0030618752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shorebridge Wealth Management'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 SHOREBRIDGE WEALTH MANAGEMENT.

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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