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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BURNS & LEVINSON LLP BURNS & LEVINSON LLP RETIREMENT PLAN FOR PARTNERS & LEGAL ADMINISTRATIVE ASSISTANTS	BOSTON, MA	Advisor / Consultant CONSULTANT	122	$82.5M	$15K
JAMES L. MINITER INSURANCE AGENCY, INC. JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN	ROCKLAND, MA	Advisor / Consultant INVESTMENT ADVISOR	0	$4.3M	$23K
BURNS & LEVINSON LLP