# Standard Retirement Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-108-8406

> Standard Retirement Services, INC.'s 401(k) plan: 3,642 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:** 3,642

- **Total Assets:** $40.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,642|$40.8M|$1.3M|$3.4M|

| 2023|523|$13.1M|$636,000|$1.7M|

| 2022|121|$208,092|$42,255|$166,356|

## 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|$89,716|—|$89,716|

| MMA SECURITIES LLC|NONE|$25,903|—|$25,903|

| 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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-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:** $115,619

- **Estimated Expense Ratio:** 0.283% 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|$55,559|—|$55,559|—|—|

| 2023|$538,174|—|$31,643|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-871) — 3,559 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-100) — 3,078 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-plan-870) — 3,077 participants

- [Standard Insurance Company](https://planprovider.pro/companies/standard-insurance-company-401k-plan) — 4,268 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-876) — 2,854 participants

- [Cambia Health Solutions, INC.](https://planprovider.pro/companies/cambia-health-solutions-inc-401k-plan) — 4,574 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-108-8406)

© 2026 PlanProvider.Pro