Shorelight Retirement Plan
Sponsored by Shorelight, Llc · EIN 462010227 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 275
- With balances
- 337
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Republic Investment Mgmnt | Investment advisory (plan) | $45,675 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $45,587 |
| Caron And Bletzer, Pllc | Accounting | $21,475 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,336 |