· 2022–2024 · DOL EFAST2

SHORELINE WEALTH MANAGEMENT LL — SHORELINE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20260131091330NAL0008407632001

SHORELINE WEALTH MANAGEMENT LL

Form 5500-SF

FILING_RECEIVED

SHORELINE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.5 mo

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

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

90

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SHORELINE WEALTH MANAGEMENT LL

EIN

87-1489768all filings

Address

703 MILL CREEK RD STE D · MANAHAWKIN, NJ · 080503828

Phone

(609) 710-5561

Industry

Finance & Insurancesee 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

2026-01-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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