Retirement Focus Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #048
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 201
- With balances
- 257
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $6,957 |
| World Investment Advisors Llc | Investment advisory (plan), Consulting fees | $263 |
| Morningstar Inc | Investment advisory (plan), Consulting fees | $2 |