STRATEGIC EQUITY GROUP 401(K) PROFIT SHARING PLAN

[ EIN: 33-0204776 | Plan No. 001 ]

The STRATEGIC EQUITY GROUP 401(K) PROFIT SHARING PLAN plan, sponsored by SHORELINE CAPITAL, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 1 participants and total assets of $1,762,536 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SHORELINE CAPITAL, INC.

Location: 6 HUTTON CENTRE DRIVE, SUITE 860, SANTA ANA, CA 92707

EIN: 330204776

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 1

Total Assets: $1,762,536

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