AUMdb

Shore Line Delivery Employees' Profit Sharing Plan

Sponsored by Shore Point Distributing Co., Inc. · EIN 210611286 · Plan #003

Total assets
$17.2M
Net assets
$17.2M
Active participants
125
With balances
142

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
Usi Consulting Group Participant loan processing, Shareholder servicing fees, Recordkeeping fees $6,050