Sponsor portfolio

SHOREPOINT CAPITAL PARTNERS, LLC

EIN 27-1108488investment managementLatest filing 2025

Plans

Retirement

$2.9M assets

Welfare

Participants

220 NORWOOD PARK SOUTH, SUITE 101 - NORWOOD, MA 02062781-341-7250shorepointpartners.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.9M - 12 part

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Retirement#001

SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN

401k

Assets$2.9M

Participants12

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN	401k	$2.9M	12	2025

Retirement plans