Plan Snapshot
- Plan Sponsor: Standard Retirement Services, INC.
- Sponsor EIN: 251838406
- Sponsor Address: 1100 SW SIXTH AVE OR, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 3,559
- Total Assets: $105.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,559 | $105.3M | $2.3M | $6.9M |
| 2023 | 2,987 | $75.7M | $1.5M | $5.7M |
| 2022 | 1,954 | $60.3M | $1.6M | $4.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $300,112 | — | $300,112 | — | — |
| 2023 | $248,194 | $177,295 | $70,899 | — | — |
| 2022 | $141,635 | $117,669 | $23,966 | — | — |