How big is Boston Ledge LLC's plan?

Boston Ledge LLC's plan reported $593K in assets and 4 participants for 2025.

Original filing (PDF)20260504132223NAL0004198897001

Boston Ledge LLC

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

Form 5500-SF

FILING_RECEIVED

Shoreline Private Wealth Management 401(k) Plan

401(k) retirement plan · Boston Ledge LLC's Shoreline Private Wealth Management 401(k) Plan held $593K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

People on this filing

Seth Larner signed Boston Ledge LLC's 2025 Form 5500 as plan administrator.

Seth Larner — 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

Boston Ledge LLC's EIN is 87-3066674.

EIN 87-3066674

Plan number 001

Plan year 2025

ACK ID 20260504132223NAL0004198897001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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