Plan Ledger DOL Form 5500 · updated monthly

The Standardrecordkeeper

Plans recordkept · plan year 2025 · page 1

Plans naming The Standard · 2025
64

64 large plans named The Standard on their 2025 Schedule C: 60 itemized it for recordkeeping, and 4 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $1.3B in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by The Standard60
UNIVERSITY OF WISCONSIN CREDIT UNION WI$168.8M · 1,197 accts
AFFINITY PLUS FEDERAL CREDIT UNION MN$114.4M · 738 accts
TURNBERRY SOLUTIONS, INC. PA$76.7M · 1,092 accts
BURNS WHITE LLC PA$68.1M · 412 accts
K.L.N. ENTERPRISES, INC. MN$66.3M · 956 accts
EMPEOPLE CREDIT UNION IL$49.9M · 353 accts
ROEDERER ESTATE INC. CA$43.2M · 225 accts
IQ CREDIT UNION WA$42.1M · 444 accts
TOYOTOMI AMERICA CORPORATION KY$36.7M · 450 accts
NORTH STAR CONSULTANTS, INC. MN$32.2M · 264 accts
MAY TRUCKING COMPANY OR$25.1M · 721 accts
RADIANS, INC. TN$24.1M · 501 accts
U.S. DIGITAL CORPORATION WA$22.7M · 120 accts
FORSGREN ASSOCIATES, INC. UT$21.3M · 189 accts
OKLAHOMA'S CREDIT UNION OK$20.6M · 144 accts
GARAFALO MARKETS, LLC CT$20.3M · 210 accts
YOUNG CORPORATION WA$19.5M · 119 accts
CDH CPA LLC IL$19.5M · 130 accts
DEERWOOD BANK MN$18.8M · 216 accts
FINSER CORPORATION FL$18.6M · 127 accts
GRANITE FEDERAL CREDIT UNION UT$17.6M · 170 accts
SYSTEMS UNLIMITED, INC. IA$16.0M · 330 accts
PACIFIC FIBRE PRODUCTS, INC. WA$16.0M · 155 accts
HOLLSTADT & ASSOCIATES, INC. MN$15.4M · 136 accts
SACRAMENTO CHILDREN'S HOME, INC. CA$15.3M · 383 accts
CONSOLIDATED EQUIPMENT GROUP LLC MN$14.6M · 342 accts
ENCODED THERAPEUTICS, INC. CA$13.5M · 158 accts
VIKING CLIENT SERVICES, LLC MN$12.8M · 192 accts
COMMUNITY CONNECTIONS, INC. AK$9.0M · 125 accts
ONE DEGREE CA$8.2M · 90 accts
INLAND TRUCK PARTS COMPANY KS$7.8M · 98 accts
PARAGON METALS LLC. MI$7.5M · 221 accts
CGRS, INC. CO$7.3M · 153 accts
HIDALGO MEDICAL SERVICES NM$7.0M · 146 accts
S & H MOTORS, INC. SC$5.9M · 193 accts
LOANPEOPLE LLC TX$3.5M · 135 accts

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the The Standard brand.