How big is Shore to Summit Wealth Management LLC's plan?

Shore to Summit Wealth Management LLC's plan reported $3.5M in assets and 13 participants for 2024.

Original filing (PDF)20250922155005NAL0007949298001

Shore to Summit Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Shore to Summit Wealth Management LLC 401(k) Plan

401(k) retirement plan · Shore to Summit Wealth Management LLC's Shore to Summit Wealth Management LLC 401(k) Plan held $3.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Kelly Brown signed Shore to Summit Wealth Management LLC's 2024 Form 5500 as plan administrator.

Kelly Brown — 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 to Summit Wealth Management LLC's EIN is 82-1586943.

EIN 82-1586943

Plan number 001

Plan year 2024

ACK ID 20250922155005NAL0007949298001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shore to Summit 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 TO SUMMIT 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