# Shorelight, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shorelight-llc-401k-plan

> Shorelight, LLC's 401(k) plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shorelight, LLC

- **Sponsor EIN:** 462010227

- **Sponsor Address:** WORLD TRADE CENTER EAST, BOSTON, MA, 02210

- **Plan Type:** 401(k)

- **Total Participants:** 275

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|275|$22.7M|$664,547|$2.1M|

| 2023|231|$18.0M|$697,488|$2.1M|

| 2022|228|$14.5M|$661,668|$2.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIRST REPUBLIC INVESTMENT MGMNT|ADVISOR|$45,675|—|$45,675|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,587|—|$45,587|

| CARON AND BLETZER, PLLC|ACCOUNTANT/AUDITOR|$21,475|—|$21,475|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,336|—|$5,336|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON AND BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,073

- **Estimated Expense Ratio:** 0.520% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$123,462|$51,012|—|$21,475|—|

| 2023|$81,683|$39,148|—|$2,725|—|

| 2022|$81,350|$3,003|—|—|—|

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