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Sponsor portfolio

STANDARD RETIREMENT SERVICES, INC.

EIN 25-1838406-law practice-Latest filing 2025
Plans
20
Retirement
20
$781.1M assets
Welfare
0
Participants
30,764
1100 SW SIXTH AVE. - PORTLAND, OR 97204800-858-5420invesmart.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
20 filings
#100401k-$139.1M - 3,941 part#053401k-$94.2M - 766 part#102401k-$79.0M - 3,005 part#103401k-$57.8M - 844 part#101401k-$47.8M - 3,024 part#049401k-$45.7M - 860 part#104401k-$43.1M - 2,480 part#108401k-$40.8M - 3,890 part#055401k-$38.0M - 550 part#040401k-$34.7M - 3,660 part#047401k-$21.2M - 446 part#054401k-$21.0M - 232 part#044401k-$19.9M - 1,215 part#043401k-$19.1M - 494 part#042401k-$18.8M - 944 part#052401k-$15.2M - 559 part#051401k-$14.6M - 389 part#048401k-$11.7M - 266 part#046401k-$9.8M - 1,074 part#045401k-$9.4M - 2,125 part

Retirement portfolio analytics

20 plans aggregated / $781.1M assets / 30,764 participants

Assets by plan

Share of aggregate retirement assets

18%top
  • CONGLOMERATE RETIREMENT Saving... (#100)18%
  • FUTURE RETIREMENT PLAN (#053)12%
  • POOLED EMPLOYER PLAN (#102)10%
  • PLAN OF AMERICA (#103)7%
  • POOLED EMPLOYER PLAN (#101)6%
  • +3 more
Total $781.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONGLOMERATE RETIREMENT Saving... (#100)3,941
  • RETIREREADY 401(K) (#108)3,890
  • POOLED EMPLOYER PLAN (#040)3,660
  • POOLED EMPLOYER PLAN (#101)3,024
  • POOLED EMPLOYER PLAN (#102)3,005
  • POOLED EMPLOYER PLAN (#104)2,480
  • +14 more
Total 30,764Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#100

WRP CONGLOMERATE RETIREMENT SAVINGS PLAN

401k

Assets$139.1M
Participants3,941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#053

SAVE FOR YOUR FUTURE RETIREMENT PLAN

401k

Assets$94.2M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#102

FNB RETIREMENT SUCCESS POOLED EMPLOYER PLAN

401k

Assets$79.0M
Participants3,005
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#103

THE POOLED EMPLOYER PLAN OF AMERICA

401k

Assets$57.8M
Participants844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

WELLTHBUILDER POOLED EMPLOYER PLAN

401k

Assets$47.8M
Participants3,024
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#049

THE PARTNERS RETIREMENT PLAN

401k

Assets$45.7M
Participants860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#104

SHEPHERD POOLED EMPLOYER PLAN

401k

Assets$43.1M
Participants2,480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#108

RETIREREADY 401(K) PLAN

401k

Assets$40.8M
Participants3,890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#055

RETIRENAV(K)

401k

Assets$38.0M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#040

IMA WEALTH POOLED EMPLOYER PLAN

401k

Assets$34.7M
Participants3,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#047

UNISON POOLED EMPLOYER PLAN

401k

Assets$21.2M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#054

BE GOOD TO YOUR FUTURE PEP

401k

Assets$21.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#044

FREEDOM 401(K) POOLED EMPLOYER PLAN

401k

Assets$19.9M
Participants1,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#043

MJ 401K PEP

401k

Assets$19.1M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#042

YOUR 401(K) RETIREMENT PLAN

401k

Assets$18.8M
Participants944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#052

RETIREMENT HARBOR POOLED EMPLOYER PLAN

401k

Assets$15.2M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#051

INSIGHT RETIREMENT POOLED EMPLOYER PLAN

401k

Assets$14.6M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#048

RETIREMENT FOCUS POOLED EMPLOYER PLAN

401k

Assets$11.7M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#046

LRP POOLED EMPLOYER PLAN

401k

Assets$9.8M
Participants1,074
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#045

HUB PRIVATE LABEL RETIREMENT PLAN

401k

Assets$9.4M
Participants2,125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans20

Plan #NameTypeAssetsParticipantsLatest year
100WRP CONGLOMERATE RETIREMENT SAVINGS PLAN401k$139.1M3,9412024
053SAVE FOR YOUR FUTURE RETIREMENT PLAN401k$94.2M7662025
102FNB RETIREMENT SUCCESS POOLED EMPLOYER PLAN401k$79.0M3,0052024
103THE POOLED EMPLOYER PLAN OF AMERICA401k$57.8M8442024
101WELLTHBUILDER POOLED EMPLOYER PLAN401k$47.8M3,0242024
049THE PARTNERS RETIREMENT PLAN401k$45.7M8602025
104SHEPHERD POOLED EMPLOYER PLAN401k$43.1M2,4802025
108RETIREREADY 401(K) PLAN401k$40.8M3,8902024
055RETIRENAV(K)401k$38.0M5502025
040IMA WEALTH POOLED EMPLOYER PLAN401k$34.7M3,6602024
047UNISON POOLED EMPLOYER PLAN401k$21.2M4462024
054BE GOOD TO YOUR FUTURE PEP401k$21.0M2322025
044FREEDOM 401(K) POOLED EMPLOYER PLAN401k$19.9M1,2152024
043MJ 401K PEP401k$19.1M4942024
042YOUR 401(K) RETIREMENT PLAN401k$18.8M9442024
052RETIREMENT HARBOR POOLED EMPLOYER PLAN401k$15.2M5592024
051INSIGHT RETIREMENT POOLED EMPLOYER PLAN401k$14.6M3892024
048RETIREMENT FOCUS POOLED EMPLOYER PLAN401k$11.7M2662024
046LRP POOLED EMPLOYER PLAN401k$9.8M1,0742024
045HUB PRIVATE LABEL RETIREMENT PLAN401k$9.4M2,1252024
Retirement plans
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