Standard Retirement Services, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Standard Retirement Services, Inc. (EIN 25-1838406) is a plan sponsor located in Portland, OR with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 25-1838406
- Location
- Portland, OR
- Loaded plans
- 9
- Total reported participants
- 9,242
- Total reported plan assets (EOY)
- $308,889,808
- Plans with financial data
- 9
- Plans with provider compensation
- 6
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Wa/Df Conglomerate 401(K)/Profit Sharing Plan | 100 | 3,319 | $111,194,797 | 2023 |
| Fnb Retirement Success Pooled Employer Plan | 102 | 1,732 | $64,842,645 | 2023 |
| The Pooled Employer Plan Of America | 103 | 756 | $50,024,641 | 2023 |
| Wellthbuilder Pooled Employer Plan | 101 | 1,118 | $33,472,163 | 2023 |
| Shepherd Pooled Employer Plan | 104 | 1,854 | $25,744,615 | 2023 |
| Retireready 401(K) Plan | 108 | 141 | $13,135,695 | 2023 |
| Intelli(K) Pooled Employer Plan | 041 | 203 | $9,806,714 | 2023 |
| Freedom 401(K) Pooled Employer Plan | 044 | 71 | $521,584 | 2023 |
| Your 401(K) Retirement Plan | 042 | 48 | $146,954 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Retireready 401(K) Plan | 141 | I | 20241007201600NAL0015723329001 |
| 2023 | Wa/Df Conglomerate 401(K)/Profit Sharing Plan | 3,319 | H, C | 20241009125115NAL0031194368001 |
| 2023 | Your 401(K) Retirement Plan | 48 | I | 20241010182617NAL0020691617001 |
| 2023 | Wellthbuilder Pooled Employer Plan | 1,118 | H, C | 20241011101937NAL0012365251001 |
| 2023 | Intelli(K) Pooled Employer Plan | 203 | H, C | 20241011103726NAL0043995682001 |
| 2023 | The Pooled Employer Plan Of America | 756 | H, C | 20241014153011NAL0015210851001 |
| 2023 | Freedom 401(K) Pooled Employer Plan | 71 | H | 20241014163139NAL0026718737001 |
| 2023 | Shepherd Pooled Employer Plan | 1,854 | H, C | 20241015151725NAL0056904594001 |