Retireready 401(K) Plan — Form 5500 plan (Standard Retirement Services, Inc.)
Plain-English plan 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, Retireready 401(K) Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 108. The latest loaded filing year is 2023. The filing reports 141 participants and $13,135,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 108
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | I | 20241007201600NAL0015723329001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $13,135,695
- Net assets (EOY)
- $13,135,695
- Net assets (BOY)
- $208,092
Income & contributions
- Employer contributions
- $636,000
- Participant contributions
- $1,702,810
- Total income / additions
- $4,149,963
Expenses & distributions
- Benefits paid
- $489,976
- Administrative expenses
- $31,643
- Total expenses
- $538,174
- Net increase / (decrease)
- $3,611,789
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.