Original filing (PDF)20250725060618NAL0002972499001

SHORELINE SHUTTERS

Name: SHORELINE SHUTTERS — SHORELINE SHUTTERS RETIREMENT TRUST, Form 5500 (2024)
Creator: SHORELINE SHUTTERS

Form 5500-SF

FILING_RECEIVED

SHORELINE SHUTTERS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHORELINE SHUTTERS.

Plan sponsor

Name

SHORELINE SHUTTERS

EIN

59-2825566all filings

Address

105 SEBASTIAN INDUSTRIAL PLACE · SEBASTIAN, FL · 32958

Phone

(772) 321-6321

Industry

All Other Professional Services· Professional & Technical 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

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TELEMETRY INSIGHT INC

TELEMETRY INSIGHT 401(K) PLAN

$29K · 12 participants

GAMMA INTERNATIONAL BANK, INC

GAMMA INTERNATIONAL BANK RETIREMENT PLAN

$29K · 5 participants

SNYDER & SHAW LLP

SNYDER & SHAW LLP 401K PROFIT SHARING PLAN & TRUST

$29K · 6 participants

ADELINE MONTESSORI SCHOOL

ADELINE MONTESSORI SCHOOL 401(K) PROFIT SHARING PLAN & TRUST

$29K · 62 participants

LAUREN NGHIA TANG, O.D. INC

LAUREN NGHIA TANG, O.D. INC RETIREMENT TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.