Sponsor portfolio
SOMERVILLE INVESTMENTS
EIN 81-1932019investment managementLatest filing 2024
Plans
1
Retirement
1
$77K assets
Welfare
0
Participants
2
724 YORKLYN ROAD, SUITE 285 - HOCKESSIN, DE 19707302-357-3691somervilleinvestments.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOMERVILLE INVESTMENTS 401(K) PLAN | 401k | $77K | 2 | 2024 |
Retirement plans