# Standish Management, LLC DC Plan
Source: https://planprovider.pro/companies/standish-management-llc-plan-001

> Standish Management, LLC's DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/milliman) — 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|

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