How big is Somerset Escrow Inc.'s plan?

Somerset Escrow Inc.'s plan reported $198K in assets and 2 participants for 2025.

Original filing (PDF)20260501161355NAL0001369073001

Somerset Escrow Inc.

Name: Somerset Escrow Inc. — Somerset Escrow Inc. 401(k), Form 5500 (2025)
Creator: Somerset Escrow Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset Escrow Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Somerset Escrow Inc.'s Somerset Escrow Inc. 401(k) Profit Sharing Plan & Trust held $198K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

Plan identifiers

Somerset Escrow Inc.'s EIN is 33-0267325.

EIN 33-0267325

Plan number 001

Plan year 2025

ACK ID 20260501161355NAL0001369073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Somerset Escrow Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Somerset Escrow Inc.'s plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

SOMERSET ESCROW INC

EIN

all filings

Address

1306 MONTE VISTA AVE STE 9 · UPLAND, CA · 917868223

Phone

(909) 982-5515

Industry

Real Estate

Plan administrator