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Original filing (PDF)20250630135733NAL0017372400001
SHOREPOINT, INC.
Form 5500
FILING_RECEIVED
SHOREPOINT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
176
Accounts w/ balance
214
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHOREPOINT, INC..
Plan sponsor
Name
SHOREPOINT, INC.
EIN
82-1689821
Address
12901 WORLDGATE DR, SUITE 650 · HERNDON, VA · 20170
Phone
(703) 517-2956
Industry
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
2025-06-30
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)
Audit & trust (Schedule H)
Auditor
FAW, CASSON % CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $3K | — |
Investments
34 direct securities · 1 pooled fund· $12.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$6.0M
1 holding
Uncategorized
$6.0M
34 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CONTRACT · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.0M | 97.1% | |
| Voya Retirement And Annuity Company Voya Index Solution 2045 P Z | — | — | — | $1.0M | 16.9% | |
| Voya Retirement And Annuity Company Voya Index Solution 2055 P Z | — | — | — | $676K | 11.0% | |
| Voya Retirement And Annuity Company Voya Index Solution 2050 P Z | — | — | — | $608K | 9.9% | |
| Voya Retirement And Annuity Company Vangrd 500 Index Fund Adm | — | — | — | $551K | 8.9% | |
| Voya Retirement And Annuity Company Voya Index Solution 2035 P Z | — | — | — | $536K | 8.7% | |
| Voya Retirement And Annuity Company Voya Index Solution 2040 P Z | — | — | — | $512K | 8.3% | |
| Voya Retirement And Annuity Company Voya Index Solution 2060 P Z | — | — | — | $356K | 5.8% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS *Voya Retirement And Annuity Company American Funds AMCAP Fund R6 | — | — | — | $323K | 5.2% | |
| Voya Retirement And Annuity Company Vangrd Mid-Cap Index Fund Adm | — | — | — | $153K | 2.5% | |
| Voya Retirement And Annuity Company Vangrd Small-Cap Index Fnd Adm | — | — | — | $148K | 2.4% | |
| Voya Retirement And Annuity Company American Funds Nw Prspctv R6 | — | — | — | $126K | 2.1% | |
| Voya Retirement And Annuity Company Voya Index Solution 2065 P Z | — | — | — | $101K | 1.6% | |
| Voya Retirement And Annuity Company Vangrd Tot Int Stk In F Adm | — | — | — | $93K | 1.5% | |
| Voya Retirement And Annuity Company JPMorgan LgCp Grw Fnd R6 | — | — | — | $93K | 1.5% | |
| Voya Retirement And Annuity Company Vangrd Em Mkts Stk Ind Fd Adm | — | — | — | $92K | 1.5% | |
| Voya Retirement And Annuity Company PGIM High Yield Fund R6 | — | — | — | $85K | 1.4% | |
| Voya Retirement And Annuity Company Voya Index Solution 2025 P Z | — | — | — | $67K | 1.1% | |
| Voya Retirement And Annuity Company American Funds Wash Mutual R6 | — | — | — | $63K | 1.0% | |
| Voya Retirement And Annuity Company American Funds Fdmntl Inv R6 | — | — | — | $45K | 0.7% | |
| Voya Retirement And Annuity Company ClrBrg SmCp Grw Fd IS | — | — | — | $45K | 0.7% | |
| Voya Retirement And Annuity Company Voya Mid-Cap Growth Eqty Fd 8 | — | — | — | $41K | 0.7% | |
| Voya Retirement And Annuity Company Vangrd Balanced Index Fnd Adm | — | — | — | $40K | 0.6% | |
| Voya Retirement And Annuity Company PIMCO Income Fund Ins | — | — | — | $34K | 0.6% | |
| Voya Retirement And Annuity Company DFA US Targeted Vl Port Ins | — | — | — | $34K | 0.5% | |
| Voya Retirement And Annuity Company Voya Index Solution Inc P Z | — | — | — | $30K | 0.5% | |
| Voya Retirement And Annuity Company American Funds Cap Wd Bd R6 | — | — | — | $21K | 0.3% | |
| Voya Retirement And Annuity Company NYLI CBRE Real Estate F R6 | — | — | — | $18K | 0.3% | |
| Voya Retirement And Annuity Company DFA Infl-Prot Sec Port Ins | — | — | — | $14K | 0.2% | |
| Voya Retirement And Annuity Company Columbia Sel Mid Cap Value I3 | — | — | — | $13K | 0.2% | |
| Voya Retirement And Annuity Company American Funds New World R6 | — | — | — | $6K | <0.1% | |
| Voya Retirement And Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $5K | <0.1% | |
| Voya Retirement And Annuity Company MFS Total Return Bond Fund R6 60 *Voya Retirement And Annuity Company MFS Value Fund R6 | — | — | — | $5K | <0.1% | |
| Voya Retirement And Annuity Company Voya Index Solution 2030 P Z | — | — | — | $4K | <0.1% | |
| Voya Retirement And Annuity Company American Funds EuroPacific R6 | — | — | — | $3K | <0.1% |
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