Standish Management Retirement Plan — Form 5500 plan (Standish Management, LLC)
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, Standish Management Retirement Plan is a benefit plan reported by Standish Management, LLC under EIN 26-2785172 and plan number 001. The latest loaded filing year is 2023. The filing reports 886 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standish Management, LLC
- EIN
- 26-2785172
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 886
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 886 | H, C | 20241015194458NAL0057935314001 |
| 2023 | 889 | H, C | 20241015163604NAL0050475648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,890,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,890,900
- Net assets (BOY)
- $29,836,592
Income & contributions
- Employer contributions
- $2,172,198
- Participant contributions
- $5,733,618
- Total contributions
- $8,809,975
- Total income / additions
- $15,171,371
Expenses & distributions
- Benefits paid
- $1,595,609
- Administrative expenses
- $107,442
- Total expenses
- $1,703,051
- Net increase / (decrease)
- $13,468,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall Advisors, LLC | SERVICE PROVIDER | $73,679 | not reported in the loaded dataset | 2023 |
| Forusall Advisors, LLC | SERVICE PROVIDER | $37,527 | not reported in the loaded dataset | 2023 |
| Lt Trust | SERVICE PROVIDER | $33,763 | not reported in the loaded dataset | 2023 |
| Retirement Administration Inc. | TPA | $0 | not reported in the loaded dataset | 2023 |
| Lt Trust | SERVICE PROVIDER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standish Management, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Forusall Advisors, LLC — Schedule C compensation
- Lt Trust — Schedule C compensation
- Retirement Administration Inc. — Schedule C compensation