Somerset Capital Group, Ltd 401(k) Plan
Sponsored by Somerset Capital Group, Ltd · EIN 061458929 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 131
- With balances
- 128
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invest. Adv. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $31,259 |
| The Vanguard Group, Inc. | Contract administrator, Recordkeeping, Recordkeeping fees | $10,409 |