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Standard Retirement Services

Matched across 6 name variants in the filings

Standard Retirement Services summary

Standard Retirement Services appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.0B in assets for 7,468 participants. The median client plan holds $17.5M. Most client plans are sponsored in CA, OR and PA. The largest clients by plan assets are Stancorp Financial Group, Inc., Chemtrade Logistics and Robindale Energy Services, Inc.. Plans reported $449K in direct and indirect compensation paid to Standard Retirement Services. The median is $12K per plan.

Participants
7,468
Median plan assets
$17.5M
Median plan participants
245
Median fees per plan
$12K
Schedule C direct + indirect

Top 16 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • CA4 plans
  • OR2 plans
  • PA2 plans
  • TN2 plans
  • CT1 plan

Frequently asked questions

Who uses Standard Retirement Services?
16 retirement plans list Standard Retirement Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Stancorp Financial Group, Inc., Chemtrade Logistics, Robindale Energy Services, Inc., Sacramento Ear Nose and Throat Surgical and Medical Group Inc and LA Specialty Produce Co.. Most client plans are sponsored in CA, OR and PA.
How many plans does Standard Retirement Services serve?
Standard Retirement Services serves 16 retirement plans with $1.0B in plan assets and 7,468 participants, based on the latest Form 5500 filings through 2024.
What does Standard Retirement Services charge?
Plans reported $449K in total Schedule C compensation paid to Standard Retirement Services. The median plan paid $12K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served16-2 YoYRank #839 of mapped providers
Assets under administration$1.0B0.0%Rank #4329 by share of filed assets
Fees received$449,405Median $12,070/planSum across Schedule C direct + indirect
Net wins YoY+05 won - 5 lostPlan-level switch detection

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Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets

Fund lineups on plans this firm keeps

Large plans that name Standard Retirement Services as recordkeeper and list their funds in their filing.

Plans
3
$58.8M in funds
In collective trusts
36%
average plan
In Standard Retirement Services funds
0%
average plan
In index funds
15%
average plan

Top managers in these lineups

Target-date series

SeriesPlans
MFS Lifetime1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.