Assets by plan
Share of aggregate retirement assets
Filings through .
Somerset Holdings Group, LLC
EIN 94-3409491Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$3.8M assets
Health & Benefits
0
Participants
19
4600 SW KELLY AVE - PORTLAND, OR 97239503-595-1333
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.8M assets / 19 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SOMERSET HOLDINGS GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$1.9M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOMERSET HOLDINGS GROUP, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$995K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN
401(k)
Assets$945K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SOMERSET HOLDINGS GROUP, LLC CASH BALANCE PLAN | Cash balance | $1.9M | 7 | 2025 |
| #002 | SOMERSET HOLDINGS GROUP, LLC DEFINED BENEFIT PLAN | Traditional DB | $995K | 5 | 2025 |
| #001 | SOMERSET HOLDINGS GROUP LLC 401(K) PLAN | 401(k) | $945K | 7 | 2025 |
- #003 · Cash balance · 20257
- #002 · Traditional DB · 20255
- #001 · 401(k) · 20257
Retirement plans