How big is Somerset Orthodontic Specialists, LLC's plan?

Somerset Orthodontic Specialists, LLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250709103007NAL0012816114001

Somerset Orthodontic Specialists, LLC

Name: Somerset Orthodontic Specialists, LLC — Somerset, Form 5500 (2024)
Creator: Somerset Orthodontic Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset Orthodontic Specialists, LLC 401(k) Plan

401(k) retirement plan · Somerset Orthodontic Specialists, LLC's Somerset Orthodontic Specialists, LLC 401(k) Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Somerset Orthodontic Specialists, LLC's EIN is 47-1001340.

EIN 47-1001340

Plan number 001

Plan year 2024

ACK ID 20250709103007NAL0012816114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somerset Orthodontic Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somerset Orthodontic Specialists, LLC'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 SOMERSET ORTHODONTIC SPECIALISTS, LLC.

Finding similar companies…

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