Shoreline Wealth Management LL

John Stephens signed Shoreline Wealth Management LL's 2025 Form 5500 as plan administrator.

• John Stephens — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Shoreline Wealth Management LL's EIN is 87-1489768.

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

Shoreline Wealth Management LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).