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: 874
- Total Participants: 39,816
- Total Assets: $610.3M
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 | 39,816 | $610.3M | $27.1M | $55.4M |
| 2023 | 26,792 | $245.8M | $13.5M | $26.4M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $3,541,228 | — | $3,541,228 |
| MORNINGSTAR INC | Recordkeeper | $153,880 | — | $153,880 |
| AMERIPRISE FINANCIAL INC. | Investment Advisor | $44,049 | — | $44,049 |
| NORTHWESTERN MUTUAL WEALTH | Investment Advisor | $34,522 | — | $34,522 |
| LPL HOLDINGS INC | Other Service Provider | $34,239 | — | $34,239 |
| MBG RETIREMENT INC | Other Service Provider | $31,911 | — | $31,911 |
| ANDINA CAPITAL MANAGEMENT LLC | Other Service Provider | $30,487 | — | $30,487 |
| MAI CAPITAL MANAGEMENT LLC | Other Service Provider | $30,000 | — | $30,000 |
| GUARANTY INVESTMENT CORP | Other Service Provider | $23,253 | — | $23,253 |
| COMMONWEALTH FINANCIAL | Investment Advisor | $22,855 | — | $22,855 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $12,940 | — | $12,940 |
| LINCOLN INVESTMENT CAPITAL HOLDINGS | Recordkeeper | $10,964 | — | $10,964 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | $10,812 | — | $10,812 |
| CONTINUUM ADVISORY, LLC | Other Service Provider | $10,023 | — | $10,023 |
| FIRST COMMUNITY BANK | Other Service Provider | $9,422 | — | $9,422 |
| OSAIC WEALTH INC | Investment Advisor | $9,138 | — | $9,138 |
| CENTURION ADVISORY GROUP | Other Service Provider | $9,096 | — | $9,096 |
| TRIAD ADVISORS INC | Investment Advisor | $8,195 | — | $8,195 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $7,207 | — | $7,207 |
| STADION MONEY MANAGEMENT LLC | Recordkeeper | $6,673 | — | $6,673 |
| WELLTH ADVISORY SERVICES LLC | Other Service Provider | $6,615 | — | $6,615 |
| LINCOLN INVESTMENT PLANNING | Recordkeeper | $5,962 | — | $5,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- MORNINGSTAR INC — Recordkeeper
- AMERIPRISE FINANCIAL INC. — Investment Advisor
- NORTHWESTERN MUTUAL WEALTH — Investment Advisor
- COMMONWEALTH FINANCIAL — Investment Advisor
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- LINCOLN INVESTMENT CAPITAL HOLDINGS — Recordkeeper
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
- OSAIC WEALTH INC — Investment Advisor
- TRIAD ADVISORS INC — Investment Advisor
- STADION MONEY MANAGEMENT LLC — Recordkeeper
- LINCOLN INVESTMENT PLANNING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,053,471
- Estimated Expense Ratio: 0.664% 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 | $1,343,229 | $545,603 | $797,626 | — | — |
| 2023 | $756,234 | — | $756,234 | — | — |