Form 5500 Search

STANDARD FINANCIAL GROUP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
21
Active participants
11,887
Total plan assets
$1.5B
Filings (rows)
21
Direct comp
$1.1M
Indirect comp
$22K

SERVICES PROVIDED

Other14
Recordkeeper5
Custodian1
TPA / Administrator1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
APEX GUARANTEED RATE STABLE VALUE F1

Top plans served

All 21 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEY
CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN
PORTLAND, OR
Other
2,271$425.3M$40K
CASCADE PENSION TR MONEY PURCHASE BOARD OF TRUSTEES
CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPING
2,355$374.6M$43K
CASCADE PENSION TRUST BOARD OF TRUSTEES
CASCADE PENSION PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPING
2,092$331.5M$37K
A.N. DERINGER, INC.
A.N. DERINGER, INC.401(K) PLAN
ST. ALBANS, VT
Other
NONE
530$60.6M$95K
CASCADE PENSION TRUST BOARD OF TRUSTEES
CASCADE PENSION TRUST
PORTLAND, OR
Recordkeeper
RECORD KEEPER
486$50.1M$5K
A.N. DERINGER, INC.
A.N. DERINGER, INC.401(K) PLAN
ST. ALBANS, VT
Other
NONE
528$49.8M$75K
A.N. DERINGER, INC.
A.N. DERINGER, INC.401(K) PLAN
ST. ALBANS, VT
Other
NONE
510$40.0M$77K
UWAJIMAYA, INC.
UWAJIMAYA, INC. 401(K) RETIREMENT PLAN
SEATTLE, WA
TPA / Administrator
CONTRACT ADMINSTRATOR
434$33.2M$128K
KULZER, LLC
KULZER, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN
SOUTH BEND, IN
Other
NONE
105$17.7M$60K
2LIFE COMMUNITIES SERVICES INC.
2LIFE COMMUNITIES 401(K) PLAN
BRIGHTON, MA
Other
NONE
181$16.8M$51K
KULZER, LLC
KULZER, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN
SOUTH BEND, IN
Other
NONE
112$16.4M$49K
CFSC SHARED SERVICES LLC
CFSC SHARED SERVICES, LLC 401(K) PLAN
CHARLOTTE, NC
Other
NONE
393$16.2M$67K
SOLAREDGE TECHNOLOGIES, INC.
SOLAREDGE RETIREMENT PLAN
MILPITAS, CA
Custodian
CUSTODIAN
315$15.6M$77K
2LIFE COMMUNITIES SERVICES INC.
2LIFE COMMUNITIES 401(K) PLAN
BRIGHTON, MA
Other
NONE
174$14.1M$34K
KULZER, LLC
KULZER, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN
SOUTH BEND, IN
Other
NONE
121$14.0M$50K
CFSC SHARED SERVICES LLC
CFSC SHARED SERVICES, LLC 401(K) PLAN
CHARLOTTE, NC
Other
NONE
397$13.3M$65K
ALLIANCE GROUP SERVICES, LLC
ALLIANCE GROUP SERVICES, LLC 401(K) PLAN
ESSEX JUNCTION, VT
Recordkeeper
RECORDKEEPER
226$13.1M$17K
2LIFE COMMUNITIES SERVICES INC.
2LIFE COMMUNITIES 401(K) PLAN
BRIGHTON, MA
Other
NONE
163$11.7M$57K
CFSC SHARED SERVICES LLC
CFSC SHARED SERVICES, LLC 401(K) PLAN
CHARLOTTE, NC
Other
NONE
301$8.9M$60K
HORIZON NUT, LLC
HORIZON NUT, LLC 401K PROFIT SHARING PLAN
TULARE, CA
Other
INVESTMENT COMPANY
193$4.7M$24K
ALLIANCE GROUP SERVICES, LLC
ALLIANCE GROUP SERVICES, LLC 401(K) PLAN
ESSEX JUNCTION, VT
Recordkeeper
RECORDKEEPER
0$0$15K
STANDARD FINANCIAL GROUP — Form 5500 Service Provider Profile | Form 5500 Search