Plan Snapshot
- Plan Sponsor: Somerset Holdings Group, LLC
- Sponsor EIN: 943409491
- Sponsor Address: 4600 S KELLY AVE., PORTLAND, OR, 97239
- Plan Type: DB
- Total Participants: 7
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.3M | $51,000 | $0 |
| 2023 | 5 | $930,947 | $0 | $0 |
| 2022 | 5 | $577,304 | $393,818 | $0 |