Plan Snapshot
- Plan Sponsor: Standard Retirement Services, INC.
- Sponsor EIN: 251838406
- Sponsor Address: 1100 SW SIXTH AVE, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Plan Number: 873
- Total Participants: 278
- Total Assets: $63.4M
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 | 278 | $63.4M | $700,922 | $1.4M |
| 2023 | 271 | $15.5M | $379,147 | $895,321 |
| 2022 | 64 | $16.8M | $229,060 | $661,191 |
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 |
|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | Other Service Provider | $68,911 | — | $68,911 |
| RESOURCES INVESTMENT ADVISORS LLC | Recordkeeper | $27,692 | — | $27,692 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,603
- Estimated Expense Ratio: 0.152% 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 | $59,068 | — | $59,068 | — | — |
| 2023 | $30,239 | $20,959 | $9,280 | — | — |
| 2022 | $1,789,879 | — | — | — | — |