Unison Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #047
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 355
- With balances
- 303
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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) | $10,955 |
| Global Retirement Partners Llc | Investment advisory (plan), Consulting fees | $238 |