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Original filing (PDF)20251031125812NAL0001989379001
STANDARD RETIREMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
WRP CONGLOMERATE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,078
Accounts w/ balance
3,327
Plan assets (EOY)
$139.1M
Net assets (EOY)
$139.1M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 404% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD RETIREMENT SERVICES, INC..
Plan sponsor
Name
STANDARD RETIREMENT SERVICES, INC.
EIN
25-1838406
Address
1100 SW SIXTH AVE · PORTLAND, OR · 97204
Phone
(800) 858-5420
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $451K | — |
| WHEELER RETIREMENT PLANS | 93-2382566 | — | NONE | $249K | — |
| ASCENSUS | — | CHICAGO, IL | NONE | $1K | — |
Investments
2 pooled funds· $134.3M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $107.5M | 77.2% |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | $26.9M | 19.3% |