Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOMERSET HOLDINGS GROUP, LLC
EIN 94-3409491Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$2.7M assets
Welfare
0
Participants
21
4600 SW KELLY AVE - PORTLAND, OR 97239503-595-1333
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.7M assets / 21 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
SOMERSET HOLDINGS GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN
401k
Assets$795K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SOMERSET HOLDINGS GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$592K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOMERSET HOLDINGS GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 8 | 2024 | |
| 001 | SOMERSET HOLDINGS GROUP LLC 401(K) PLAN | 401k | $795K | 7 | 2024 | |
| 002 | SOMERSET HOLDINGS GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $592K | 6 | 2024 |
Retirement plans