How big is Somerset Wealth Strategies' plan?

Somerset Wealth Strategies' plan reported $795K in assets and 7 participants for 2024.

Original filing (PDF)20250909193110NAL0020531169001

Somerset Wealth Strategies

Name: Somerset Wealth Strategies — Somerset Holdings Group, Form 5500 (2024)
Creator: Somerset Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset Holdings Group LLC 401(k) Plan

401(k) retirement plan · Somerset Wealth Strategies' Somerset Holdings Group LLC 401(k) Plan held $795K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

People on this filing

Megan Odermatt signed Somerset Wealth Strategies' 2024 Form 5500 as plan administrator.

Megan Odermatt — 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 Wealth Strategies' EIN is 94-3409491.

EIN 94-3409491

Plan number 001

Plan year 2024

ACK ID 20250909193110NAL0020531169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Somerset Wealth Strategies' 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 WEALTH STRATEGIES.

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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