# Standard Retirement Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-045

> Standard Retirement Services, INC.'s 401(k) plan: 2,034 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Standard Retirement Services, INC.

- **Sponsor EIN:** 251838406

- **Sponsor Address:** 1100 SW SIXTH AVE, PORTLAND, OR, 97204

- **Plan Type:** 401(k)

- **Total Participants:** 2,034

- **Total Assets:** $9.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,034|$9.4M|$341,239|$657,694|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STANCORP FINANCIAL GROUP|NONE|$20,347|—|$20,347|

| GLOBAL RETIRMENT PARTNERS|NONE|$5,986|—|$5,986|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIRMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,333

- **Estimated Expense Ratio:** 0.280% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,801|—|$14,801|—|—|

## Similar Plans

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-plan-104) — 2,048 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-040) — 2,334 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-101-8406) — 2,460 participants

- [Careoregon, INC.](https://planprovider.pro/companies/careoregon-inc-401k-plan) — 1,582 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-102) — 2,581 participants

- [Moda Partners, INC.](https://planprovider.pro/companies/moda-partners-inc-401k-plan) — 1,354 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-045)

© 2026 PlanProvider.Pro