AUMdb

Shorepoint, Inc. 401(k) Plan

Sponsored by Shorepoint, Inc. · EIN 821689821 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
176
With balances
214

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Scp Retirement Services Other services $3,000