Shorepoint Capital Partners

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

122

Total plan assets

$86.8M

Filings (rows)

Direct comp

$39K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Burns & Levinson LLP Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants · all filings	BOSTON, MA	Advisor / Consultant	122	$82.5M	$15K	$0
James L. Miniter Insurance Agency, Inc. James L. Miniter Insurance Agency, Inc. 401(k) Plan · all filings	ROCKLAND, MA	Advisor / Consultant	0	$4.3M	$23K	$0
Burns & Levinson LLP Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants · all filings	BOSTON, MA	Advisor / Consultant	0	$0	$2K	$0