Wellthbuilder Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #101
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 2,460
- With balances
- 1,891
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 | fuzzy_auto · 97% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Strategic Retirement Plan Consultants, Inc. CRD 292970 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Contract administrator, Recordkeeping, Investment management | $206,998 |
| Global Retirment Partners, Llc | Investment advisory (plan), Consulting fees | $32,768 |
| Wellth Advisory Services Llc | Investment advisory (plan), Consulting fees | $9,558 |
| Strategic Retirement Plan Consultan | Investment advisory (plan), Consulting fees | $119 |
| Morningstar Inc | Investment advisory (plan), Consulting fees | $74 |