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Original filing (PDF)20251008094935NAL0009150160001
SHORELIGHT, LLC
Form 5500
FILING_RECEIVED
SHORELIGHT RETIREMENT PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
337
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORELIGHT, LLC.
Plan sponsor
Name
SHORELIGHT, LLC
EIN
46-2010227
Address
WORLD TRADE CENTER EAST · TWO SEAPORT LANE, SUITE 500 · BOSTON, MA · 02210
Phone
(617) 869-2301
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMNT | 22-3623353 | — | ADVISOR | $46K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
30 direct securities· $22.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund " | — | — | — | $3.8M | 16.6% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $3.6M | 15.8% | |
| Fidelity 500 Index Fund " | — | — | — | $2.5M | 10.8% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $2.2M | 9.6% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $2.0M | 8.6% | |
| Fidelity Freedom Index 2040 Fund " | — | — | — | $1.9M | 8.5% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $1.4M | 6.1% | |
| Fidelity Large Cap Growth Idx " | — | — | — | $1.2M | 5.4% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $787K | 3.5% | |
| Dodge & Cox Stock X " | — | — | — | $518K | 2.3% | |
| Golden Sachs GQG Partners International Opportunities Fund " | — | — | — | $493K | 2.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $436K | 1.9% | |
| Dodge & Cox Income X " | — | — | — | $332K | 1.5% | |
| Fidelity Small Cap Index Fund " | — | — | — | $237K | 1.0% | |
| First Eagle Overseas Fund Class R6 " | — | — | — | $225K | 1.0% | |
| William Blair Small-Mid Cap Growth Fund I " | — | — | — | $162K | 0.7% | |
| Fidelity Government Money Market Fund " | — | — | — | $145K | 0.6% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $122K | 0.5% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $108K | 0.5% | |
| GQG Partners Emerging Markets Equity Fund Mutual fund | — | — | — | $100K | 0.4% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $96K | 0.4% | |
| Victory RS Partners Y " | — | — | — | $87K | 0.4% | |
| Fidelity Freedom Index Fund " | — | — | — | $63K | 0.3% | |
| PIMCO Income Fund Institutional Class " | — | — | — | $51K | 0.2% | |
| Vanguard Short-Term Federal Adm " | — | — | — | $40K | 0.2% | |
| Cohen & Steers Realty Shares Fund Class L " | — | — | — | $36K | 0.2% | |
| PIMCO International Bond Fund USD-Hedged " | — | — | — | $11K | <0.1% | |
| Federated Hermes Institutional High Yield Bond Fund Class R6 " | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $4K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares " | — | — | — | $4K | <0.1% |
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