Search public Form 5500 filings

Plans

• planWa/Df Conglomerate 401(K)/Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $111.2Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 100Participants: 3,319Assets: $111,194,797Location: Portland, ORLatest: 2023
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• planFnb Retirement Success Pooled Employer PlanFinancial statementProvider compensation2023 filing
  $64.8Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 102Participants: 1,732Assets: $64,842,645Location: Portland, ORLatest: 2023
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• planThe Pooled Employer Plan Of AmericaFinancial statementProvider compensation2023 filing
  $50Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 103Participants: 756Assets: $50,024,641Location: Portland, ORLatest: 2023
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• planWellthbuilder Pooled Employer PlanFinancial statementProvider compensation2023 filing
  $33.5Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 101Participants: 1,118Assets: $33,472,163Location: Portland, ORLatest: 2023
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• planShepherd Pooled Employer PlanFinancial statementProvider compensation2023 filing
  $25.7Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 104Participants: 1,854Assets: $25,744,615Location: Portland, ORLatest: 2023
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• planRetireready 401(K) PlanFinancial statement2023 filing
  $13.1Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 108Participants: 141Assets: $13,135,695Location: Portland, ORLatest: 2023
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• planIntelli(K) Pooled Employer PlanFinancial statementProvider compensation2023 filing
  $9.8Mreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 041Participants: 203Assets: $9,806,714Location: Portland, ORLatest: 2023
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• planFreedom 401(K) Pooled Employer PlanFinancial statement2023 filing
  $521.6Kreported assets (EOY)
  Sponsor: Standard Retirement Services, Inc.EIN: 25-1838406Plan: 044Participants: 71Assets: $521,584Location: Portland, ORLatest: 2023
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