SOMERSET CAPITAL GROUP, LTD 401(K) PLAN

EIN: 061458929

Plan Overview & Key Metrics

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is a defined contribution retirement plan offered by SOMERSET CAPITAL GROUP, LTD. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is $23,806,266.00.This plan was established in 2003.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is 153

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is $155,596.00

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is $8,760.00.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is approximately $2,565.00
Investing in this additonal $2,565.00 for 20 years would give you extra $164,180.00, assuming a 10% annual return.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Total Employer Contribution and Match Rate

In 2024, SOMERSET CAPITAL GROUP, LTD 401(K) PLAN allocates $392,495.00 to match its employees’ contributions, providing an employer match rate of 29.87% of their contributions

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is 19.56%.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is 13.74%. This measures the effectiveness of the plan participants’ investments in the year.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Expense Ratio

In 2024, the investment and administrative expense ratio of SOMERSET CAPITAL GROUP, LTD 401(K) PLAN is 0.17%.

*Data from public filings (2024) 061458929-001 (old).

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN Contact Info:

Please log in to view contact information.

Enrollment & Brokerage Features

The following features describe how SOMERSET CAPITAL GROUP, LTD 401(K) PLAN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

SOMERSET CAPITAL GROUP, LTD 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of SOMERSET CAPITAL GROUP, LTD 401(K) PLAN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

Get Key Insights for This Plan

Join our community and get data-driven insights about SOMERSET CAPITAL GROUP, LTD 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality as soon as our new ranking reports go live.

Notify Me When Ratings Go Live

Explore More Plan Resources

Plan Login Directory Employer Match Guide Rollover Options Hub

Plan Rating

Not rated
See details

Recent Articles

More Articles

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …

Keep researching SOMERSET CAPITAL GROUP, LTD 401(K) PLAN

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.

Money headlines from this plan

These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.

  • Average plan assets per reported participant: $155,597
    Based on the 2024 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target.
  • Employer contributions per reported participant: $2,565
    Based on the 2024 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details.
  • Employee contributions per reported participant: $8,588
    Based on the 2024 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase.
  • Reported administrative expenses as a share of assets: 0.17%
    Based on the 2024 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.

401(k) research guides

Related Calculators

Related Plans