Filings through Oct 24, 2026.

Retirement plan

WRP Conglomerate Retirement Savings Plan

Name: STANDARD RETIREMENT SERVICES, INC. - WRP CONGLOMERATE RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: STANDARD RETIREMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WRP CONGLOMERATE RETIREMENT SAVINGS PLAN, STANDARD RETIREMENT SERVICES, INC.

Standard Retirement Services, Inc.EIN 25-1838406Plan #100PY 2025

1100 SW SIXTH AVE - PORTLAND, OR 97204800-858-5420invesmart.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

10 filings

#108Retirement-$147.9M assets #047Retirement-$100.1M assets #102Retirement-$98.6M assets #042Retirement-$97.9M assets #053Retirement-$94.2M assets #051Retirement-$81.8M assets #103Retirement-$64.7M assets #101Retirement-$63.7M assets #040Retirement-$57.7M assets #046Retirement-$51.3M assets

Prospect flagsLow participant contributionFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 3 funds, $137M

How to read this page

Total assets (EOY)

$163M

+17.2% from 2024

Total participants

4,138

+5.0% from 2024

Average account balance

$50,761

+21.4% from 2024

Annual return

17.66%

-8.81 pp from 2024

Benchmarks

See 602 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort602 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 3-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576	Claims processing; Direct payment fro...	$511,961
WHEELER RETIREMENT PLANS LLC3+ years Filed as: WHEELER RETIREMENT PLANS Service code 27 · EIN 93-2382566	Advisory (Plan)	$289,825
NOVA 401(K) ASSOCIATES1 year Service code 27 · EIN 20-1181458	Advisory (Plan)	$5,870

Fund lineup

CSV with Pro

3 funds hold $137M of the plan's $139M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.

In collective trusts0%median 0% for plans of $50M to $250M (10,699 plans)

In index funds0%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series0%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Master Separate Account Securian · Insurance contract	Securian	Insurance contract	$107M	78.2%
Standard Separate Account A StanCorp (Meiji Yasuda) · Insurance contract	StanCorp (Meiji Yasuda)	Insurance contract	$26.9M	19.6%
Standard Insurance Contract - Standard Stable Asset A StanCorp (Meiji Yasuda) · Insurance contract	StanCorp (Meiji Yasuda)	Insurance contract	$3.1M	2.2%

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T2W3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$462K

$146 / participant

Investment mgmt$301K65.1%
Contract admin$161K34.9%

% of EOY assets

0.283%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2 years

Service code 12 · EIN 93-1253576

Claims processing; Direct payment fro...

$511,961

WHEELER RETIREMENT PLANS LLC3+ years

Filed as: WHEELER RETIREMENT PLANS

Service code 27 · EIN 93-2382566

Advisory (Plan)

$289,825

NOVA 401(K) ASSOCIATES1 year

Service code 27 · EIN 20-1181458

Advisory (Plan)

$5,870

Fund

Dollars

% of funds%

Master Separate Account

Securian · Insurance contract

$107M

78.2%

Standard Separate Account A

StanCorp (Meiji Yasuda) · Insurance contract

$26.9M

19.6%

Standard Insurance Contract - Standard Stable Asset A

StanCorp (Meiji Yasuda) · Insurance contract

$3.1M

2.2%

WRP Conglomerate Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WRP Conglomerate Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion