How big is Somer & Heller, LLP's plan?

Somer & Heller, LLP's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250722140533NAL0007206978001

Somer & Heller, LLP

Name: Somer & Heller, LLP — Somer & Heller, LLP Profit, Form 5500 (2024)
Creator: Somer & Heller, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somer & Heller, LLP Profit Sharing Plan

401(k) retirement plan · Somer & Heller, LLP's Somer & Heller, LLP Profit Sharing Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jeffrey Heller signed Somer & Heller, LLP's 2024 Form 5500 as plan administrator.

Jeffrey Heller — 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

Somer & Heller, LLP's EIN is 11-3467157.

EIN 11-3467157

Plan number 002

Plan year 2024

ACK ID 20250722140533NAL0007206978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somer & Heller, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somer & Heller, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMER & HELLER, LLP.

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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 (90th percentile).

Plan sponsor

Name

SOMER & HELLER, LLP

EIN

all filings

Address

5036 JERICHO · TURNPIKE, SUITE 301 · COMMACK, NY · 117250000

Phone

(999) 999-9999

Industry

Law Offices· Professional & Technical Services

Plan administrator