Original filing (PDF)20250512120103NAL0017152465001

SOMERSET HILLS LEARNING INSTITUTE

Name: SOMERSET HILLS LEARNING INSTITUTE — SOMERSET HILLS LEARNING INSTITUTE 403(B) DC PLAN, Form 5500 (2024)
Creator: SOMERSET HILLS LEARNING INSTITUTE

Form 5500-SF

FILING_RECEIVED

SOMERSET HILLS LEARNING INSTITUTE 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOMERSET HILLS LEARNING INSTITUTE.

Plan sponsor

Name

SOMERSET HILLS LEARNING INSTITUTE

EIN

22-3593804

Address

1810 BURNT MILLS ROAD · BEDMINSTER, NJ · 079212672

Phone

(908) 719-6400

Industry

Educational 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

2025-05-12

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

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

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