Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC
EIN 04-3288925researchLatest filing 2025
Plans
2
Retirement
2
$636K assets
Welfare
0
Participants
11
111 ZERAH FISKE RD - SHELBURNE FALLS, MA 013709551413-387-9717seri-us.orgLinkedIn1-10 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $636K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN
403b
Assets$365K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN
403b
Assets$272K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE TAX DEFERRED ANNUITY PLAN | 403b | $365K | 6 | 2025 | |
| 001 | SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN | 403b | $272K | 5 | 2025 |
Retirement plans