SOMERSET WEALTH STRATEGIES
EIN 94-3409491PORTLAND, OR
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.
Plans filed
3
Participants
19
Total assets
$1.4M
A SOMERSET WEALTH STRATEGIES employee? See the SOMERSET WEALTH STRATEGIES 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 94-3409491
Form 5500 search →| 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 |
About this EIN
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?