SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC — SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
6
Plan assets (EOY)
$221K
Net assets (EOY)
$221K
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
86
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 (98th percentile).
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.
Plan sponsor
Name
SOCIAL AND ENVIRONMENTAL RESEARCH INSTITUTE INC
EIN
04-3288925
Address
111 ZERAH FISKE RD · SHELBURNE FALLS, MA · 013709551
Phone
(413) 387-9717
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
