Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOMERVILLE, INC.
EIN 39-0915571Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$22.8M assets
Welfare
0
Participants
100
2120 RIVERSIDE DRIVE - GREEN BAY, WI 54301920-437-8136
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.8M assets / 100 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#003
SOMERVILLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.6M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SOMERVILLE, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$11.2M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOMERVILLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.6M | 47 | 2025 | |
| 002 | SOMERVILLE, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $11.2M | 53 | 2025 |
Retirement plans