SOMERSET FEDERAL CREDIT UNION 401(K) PLAN

[ EIN: 04-2000200 | Plan No. 002 ]

SOMERSET FEDERAL CREDIT UNION 401(K) PLAN, sponsored by SOMERSET FEDERAL CREDIT UNION, appears in Form 5500 filings as a 401(k) plan. The plan reported 42 participants and total assets of $3,826,518 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: SOMERSET FEDERAL CREDIT UNION

Location: 740 COUNTY ST, SOMERSET, MA 02726

EIN: 042000200

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 42

Total Assets: $3,826,518

---