Plan Snapshot
- Plan Sponsor: Standish Management, LLC
- Sponsor EIN: 262785172
- Sponsor Address: 1676 N. CALIFORNIA BLVD, SUITE 400, WALNUT CREEK, CA, 94596
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 672 | $42.9M | $2.2M | $5.7M |
| 2022 | 616 | $29.8M | $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 |
|---|---|---|---|---|
| FORUSALL ADVISORS, LLC | SERVICE PROVIDER | $147,358 | — | $147,358 |
| LT TRUST | SERVICE PROVIDER | $67,526 | — | $67,526 |
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,884
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 | $37,583 | $37,583 | — | — | — |
| 2023 | $107,442 | $73,679 | — | — | — |
| 2022 | $103,554 | — | — | — | $103,554 |