# Standard Retirement Services, INC. DC Plan
Source: https://planprovider.pro/companies/standard-retirement-services-inc-plan-104

> Standard Retirement Services, INC.'s DC plan: 2,048 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:** DC

- **Total Participants:** 2,048

- **Total Assets:** $29.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|2,048|$29.7M|$1.3M|$2.6M|

| 2023|1,949|$25.7M|$1.0M|$2.3M|

## 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|$168,775|—|$168,775|

| SHEPHERD FINANCIAL INV ADVISIOR|NONE|$93,325|—|$93,325|

| 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

- [SHEPHERD FINANCIAL INV ADVISIOR](https://planprovider.pro/provider/shepherd-financial-investment-advisory-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:** $262,100

- **Estimated Expense Ratio:** 0.883% 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|$180,168|—|$180,168|—|—|

| 2023|$118,721|—|$118,721|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/standard-retirement-services-inc-plan-104)

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