How big is Somerville Investments' plan?

Somerville Investments' plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20251008152053NAL0009687664001

Somerville Investments

Name: Somerville Investments — Somerville Investments, Form 5500 (2024)
Creator: Somerville Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerville Investments 401(k) Plan

401(k) retirement plan · Somerville Investments' Somerville Investments 401(k) Plan held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

Plan identifiers

Somerville Investments' EIN is 81-1932019.

EIN 81-1932019

Plan number 002

Plan year 2024

ACK ID 20251008152053NAL0009687664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somerville Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somerville Investments' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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