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: 2,460
- Total Assets: $47.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,460 | $47.8M | $2.6M | $5.1M |
| 2023 | 2,474 | $33.5M | $2.1M | $4.1M |
| 2022 | 574 | $17.2M | $95,229 | $210,544 |
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 | $206,998 | — | $206,998 |
| GLOBAL RETIRMENT PARTNERS, LLC | NONE | $32,768 | — | $32,768 |
| WELLTH ADVISORY SERVICES LLC | NONE | $9,558 | — | $9,558 |
| CLIFFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CLIFFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,324
- Estimated Expense Ratio: 0.521% 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 | $134,946 | — | $134,946 | — | — |
| 2023 | $93,361 | $41,601 | $51,760 | — | — |
| 2022 | $7,337 | — | $2,383 | — | — |