Plan5500

Retireready 401(K) Plan — Form 5500 plan (Standard Retirement Services, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retireready 401(K) Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 108. The latest loaded filing year is 2023. The filing reports 141 participants and $13,135,695 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.1MPlan net assets, end of year$13,135,695
Participants141Covered participants reported
Assets / participant$93.2KComputed: assets ÷ participants$93,161 (computed)
Provider compensationNone reported
Plan sponsor
Standard Retirement Services, Inc.
EIN
25-1838406
Plan number
108
Plan type
3
Location
Portland, OR
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 3Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities—
Money in vs. money out
Total income / additions$4.1M
Total expenses$538.2K
Benefits paid / distributions$490K
Contributions
Employer$636K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$13,135,695
Net assets (EOY)
$13,135,695
Net assets (BOY)
$208,092

Income & contributions

Employer contributions
$636,000
Participant contributions
$1,702,810
Total income / additions
$4,149,963

Expenses & distributions

Benefits paid
$489,976
Administrative expenses
$31,643
Total expenses
$538,174
Net increase / (decrease)
$3,611,789
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages