How big is Shoreline Financial LLC's plan?

Shoreline Financial LLC's plan reported $432K in assets and 2 participants for 2025.

Original filing (PDF)20260424173447NAL0005954545001

Shoreline Financial LLC

Name: Shoreline Financial LLC — Shoreline Financial LLC, Form 5500 (2025)
Creator: Shoreline Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoreline Financial LLC 401(k) Plan

401(k) retirement plan · Shoreline Financial LLC's Shoreline Financial LLC 401(k) Plan held $432K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

Lucas Mainiero signed Shoreline Financial LLC's 2025 Form 5500 as plan administrator.

Lucas Mainiero — 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

Shoreline Financial LLC's EIN is 83-3882258.

EIN 83-3882258

Plan number 001

Plan year 2025

ACK ID 20260424173447NAL0005954545001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shoreline Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shoreline Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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