Somerset CPAS and Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,120

Total plan assets

$67.1M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "SOMERSET CPAS AND ADVISORS"

View all 4 variants aggregated →

SOMERSET CPAS P C8 SOMERSET CPAS6 SOMERSET CPAS AND ADVISORS4 SOMERSET CPAS PC2

SERVICES PROVIDED

Investment manager3

Accountant / Auditor1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Slocum Orthopedics, P.C. Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan · all filings	EUGENE, OR	Accountant / Auditor	276	$58.9M	$11K	$0
Primera Engineers, Ltd. Primera Engineers ESOP Plan · all filings	CHICAGO, IL	Investment manager	287	$3.2M	$14K	$0
Primera Engineers, Ltd. Primera Engineers ESOP Plan · all filings	CHICAGO, IL	Investment manager	313	$3.0M	$0	$0
Primera Engineers, Ltd. Primera Engineers ESOP Plan · all filings	CHICAGO, IL	Investment manager	244	$2.1M	$24K	$0