Somerset Wealth Strategies (EIN 94-3409491) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $1.4M in plan assets and 19 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Somerset Holdings Group LLC 401(k) Plan | 001 | 7 | $795K |
| Somerset Holdings Group, LLC Defined Benefit Plan | 002 | 5 | $592K |
| Somerset Holdings Group, LLC Cash Balance Plan | 003 | 7 | $0 |
94-3409491 is the Employer Identification Number (EIN) Somerset Wealth Strategies reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
