Shepherd Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 104Employer EIN 25-1838406
- Net assets (2025)
- $43.1 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2021
Earlier sponsor: Securian Life Insurance Company (2022).
Year by year, 2022 to 2025
The Partners Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 049Employer EIN 25-1838406
- Net assets (2025)
- $45.7 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave.
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2024
Year by year, 2024 to 2025
Save for Your Future Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 053Employer EIN 25-1838406
- Net assets (2025)
- $94.2 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2024
Year by year, 2024 to 2025
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 055Employer EIN 25-1838406
- Net assets (2025)
- $38.0 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2024
Year by year, 2024 to 2025
Be Good to Your Future Pep
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 054Employer EIN 25-1838406
- Net assets (2025)
- $21.0 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2024
Year by year, 2024 to 2025
Christensen Group Pep 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 058Employer EIN 25-1838406
- Participants (2025)
- 0
- Net assets (2025)
- $0
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2025
Retiresure 401K
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 057Employer EIN 25-1838406
- Participants (2025)
- 0
- Net assets (2025)
- $0
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2025
My Nicolet Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 056Employer EIN 25-1838406
- Participants (2025)
- 0
- Net assets (2025)
- $0
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave.
Portland, OR 97204
(800) 858-5420As filed for 2025 - In effect since
- January 1, 2025
WRP Conglomerate Retirement Savings Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 100Employer EIN 25-1838406
- Net assets (2024)
- $139 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2021
Plans merged into this one: CRMC 401(k) Retirement Plan (2022).
Earlier sponsor: Securian Life Insurance Company (2021–2022).
Earlier plan names: Wa/Df Conglomerate 401(k) /PROFIT Sharing Plan.
Year by year, 2021 to 2024
Retireready 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 108Employer EIN 25-1838406
- Net assets (2024)
- $40.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2022
Earlier sponsor: Securian Life Insurance Company (2022).
Year by year, 2022 to 2024
Ima Wealth Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 040Employer EIN 25-1838406
- Participants (2024)
- 3,660
- Net assets (2024)
- $34.7 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Wellthbuilder Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 101Employer EIN 25-1838406
- Net assets (2024)
- $47.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2021
Earlier sponsor: Securian Life Insurance Company (2022).
Year by year, 2022 to 2024
FNB Retirement Success Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 102Employer EIN 25-1838406
- Net assets (2024)
- $79.0 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2021
Earlier sponsor: Securian Life Insurance Company (2022).
Year by year, 2022 to 2024
Hub Private Label Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 045Employer EIN 25-1838406
- Participants (2024)
- 2,125
- Net assets (2024)
- $9.4 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Plans merged into this one: Empire Spanish Meadows Ltd 401(k) Plan (2025).
Freedom 401(k) Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 044Employer EIN 25-1838406
- Net assets (2024)
- $19.9 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Year by year, 2023 to 2024
LRP Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 046Employer EIN 25-1838406
- Participants (2024)
- 1,074
- Net assets (2024)
- $9.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Your 401(k) Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 042Employer EIN 25-1838406
- Net assets (2024)
- $18.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Year by year, 2023 to 2024
The Pooled Employer Plan of America
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 103Employer EIN 25-1838406
- Net assets (2024)
- $57.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2021
Earlier sponsor: Securian Life Insurance Company (2022).
Year by year, 2022 to 2024
Retirement Harbor Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 052Employer EIN 25-1838406
- Participants (2024)
- 559
- Net assets (2024)
- $15.2 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2024
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 043Employer EIN 25-1838406
- Participants (2024)
- 494
- Net assets (2024)
- $19.1 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Unison Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 047Employer EIN 25-1838406
- Participants (2024)
- 446
- Net assets (2024)
- $21.2 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave.
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Insight Retirement Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 051Employer EIN 25-1838406
- Participants (2024)
- 389
- Net assets (2024)
- $14.6 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2024
Retirement Focus Pooled Employer Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 048Employer EIN 25-1838406
- Participants (2024)
- 266
- Net assets (2024)
- $11.7 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Intelli(k) Pooled Employer Plan
401(k)Merged
Merged. In 2024 its assets moved to the The Retirement Success Savings Plan (EIN 25-1838406, plan 873). Accounts moved with them, so that plan is the one to contact.
- Plan number
- 041Employer EIN 25-1838406
- Net assets (2023)
- $9.8 million
- Plan administrator
- Standard Retirement Services, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(800) 858-5420As filed for 2024 - In effect since
- January 1, 2023
Year by year, 2023 to 2024