Shoreside Wealth Management, Inc.'s EIN is 99-3310974.
Download the official 2025 Form 5500 (PDF) for Shoreside Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Shoreside Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
