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Original filing (PDF)20260113133011NAL0014394849001
SHORE DELIVERY LLC
Form 5500
FILING_RECEIVED
SHORE DELIVERY LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.9 mo49% in single holdingNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
88
Plan assets (EOY)
$287K
Net assets (EOY)
$287K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Mkt Idx Mutual Fund" is 49% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORE DELIVERY LLC.
Plan sponsor
Name
SHORE DELIVERY LLC
EIN
83-4165587
Address
13650 FIDDLESTICKS BOULEVARD · #202-294 · FORT MYERS, FL · 33912
Phone
(337) 280-8776
Industry
Transportation & Warehousingsee 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
2026-01-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CJ CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $264K(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Mutual Fund | — | — | — | $130K | 45.3% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $78K | 27.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund ** 42 Vanguard Total Bond Market Mutual Fund | — | — | — | $23K | 8.0% | |
| Vanguard Growth Index Admiral Mutual Fund ** 357 Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $22K | 7.7% | |
| Vanguard Total Intl Bd Mutual Fund | — | — | — | $10K | 3.6% |
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