# Somerset Holdings Group, LLC DB Plan
Source: https://planprovider.pro/companies/somerset-holdings-group-llc-plan-003

> Somerset Holdings Group, LLC&#39;s DB plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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