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Intelli(k) Pooled Employer Plan
Standard Retirement Services, Inc., Portland OR. Employer ID 251838406, plan number 041. Annual reports on file for 2023 to 2024.
Where the money went
Plans that moved money into this one:
- 2023: money from Employees 401(k) Retirement Plan moved in.
- 2023: money from Wright Construction Co. , Inc. 401(k) Plan moved in.
- 2024: money from Oneshare Health Plan & Trust moved in.
- 2024: money from Urban 401(k) Plan moved in.
- 2024: money from Logical Innovations, Inc. Retirement Savings Plan moved in.
- 2024: money from Southwestern Interiors 401(k) Plan moved in.
- 2024: money from Medallion Operating Company, LLC 401k Plan moved in.
- 2024: money from Denton County Animal Emergency Room 401k Plan moved in.
- 2024: money from Custom Dental PC 401(k) Plan moved in.
- 2024: money from Box Companies 401(k) Profit Sharing Plan moved in.
- 2025: money from Reliant Heating and Air Conditioning Inc. 401k Profit Sharing Plan and Trust moved in.
- Filed 2023-2024Intelli(k) Pooled Employer Plan, Standard Retirement Services, Inc.
- 2024Assets transferred to The Calmhr Pooled Employer Plan
- TodayThe Calmhr Pooled Employer Plan still files. Minnesota Life Insurance Company keeps the records. That is where to ask.
Records are kept by Minnesota Life Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.