# Standard Retirement Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-101-8406

> Standard Retirement Services, INC.'s 401(k) plan: 2,460 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:** 2,460

- **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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLIFFTONLARSONALLEN 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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-101-8406)

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