How big is Somerset Hills Learning Institute's plan?

Somerset Hills Learning Institute's plan reported $7.1M in assets and 43 participants for 2024.

Original filing (PDF)20250512120103NAL0017152465001

Somerset Hills Learning Institute

Name: Somerset Hills Learning Institute — Somerset Hills, Form 5500 (2024)
Creator: Somerset Hills Learning Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset Hills Learning Institute 403(b) DC Plan

403(b) retirement plan · Somerset Hills Learning Institute's Somerset Hills Learning Institute 403(b) DC Plan held $7.1M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Kevin J Brothers signed Somerset Hills Learning Institute's 2024 Form 5500 as plan administrator.

Kevin J Brothers — 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

Somerset Hills Learning Institute's EIN is 22-3593804.

EIN 22-3593804

Plan number 001

Plan year 2024

ACK ID 20250512120103NAL0017152465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somerset Hills Learning Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somerset Hills Learning Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMERSET HILLS LEARNING INSTITUTE.

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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 (97th percentile).

Plan sponsor

Name

SOMERSET HILLS LEARNING INSTITUTE

EIN

all filings

Address

1810 BURNT MILLS ROAD · BEDMINSTER, NJ · 079212672

Phone

(908) 719-6400

Industry

Educational Services

Plan administrator