Original filing (PDF)20260506111814NAL0001890033001

Social and Environmental Research Institute Inc.

Name: Social and Environmental Research Institute Inc. — Form 5500 Plan 001 (2025)
Creator: Social and Environmental Research Institute Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Social and Environmental Research Institute Defined Contribution Plan

403(b) retirement plan · Social and Environmental Research Institute Inc.'s Social and Environmental Research Institute Defined Contribution Plan held $272K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Thomas Webler signed Social and Environmental Research Institute Inc.'s 2025 Form 5500 as plan administrator.

Thomas Webler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Social and Environmental Research Institute Inc.'s EIN is 04-3288925.

EIN 04-3288925

Plan number 001

Plan year 2025

ACK ID 20260506111814NAL0001890033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Social and Environmental Research Institute Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Social and Environmental Research Institute Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC

EIN

all filings

Address

111 ZERAH FISKE RD · SHELBURNE FALLS, MA · 013709551

Phone

(413) 387-9717

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator