Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Standard Valuations
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 33 retirement plans with 100 or more participants reported paying Standard Valuations $5,000 or more. Those plans cover 48,095 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $982K. Per plan, the median was $27.79 per participant, with the middle half of plans between $15.93 and $47.05. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in West Virginia (9), Tennessee (5) and Minnesota (4).
In 2009 it appeared on 46 such filings; in 2024, 37. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.93 | $27.79 | $47.05 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| I.U.O.E. Local #132 Annuity & Savings Fund | I.U.O.E. #132 Annuity & Savings FD | WV | 9,568 | $105M | $26K |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | WV | 4,062 | $559M | $72K |
| Plumbers & Pipefitters Local 152 Retirement Annuit | JT BRD Trustees Plumbers & Pipefitters | WV | 2,943 | $74.9M | $22K |
| IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan | IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan | TN | 2,331 | $434M | $33K |
| District Council 82 Painting Industry Pension Plan | Trustees of District Council 82 Painting Industry Pension Plan | MN | 2,214 | $319M | $60K |
| Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund | Trustees of IBEW Local 1919 Annuity | NJ | 2,026 | $17.9M | $23K |
| Plumbers & Pipefitters Lu 421 Pension Fund Trust | Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust | FL | 1,979 | $124M | $55K |
| IBEW Local Union No. 915 Pension-Annuity Fund | IBEW Local No. 915 Pension-Annuity Fund | TN | 1,919 | $115M | $28K |
| Electricians Local Union No. 606 Pension-Annuity Fund | Trustees of Electricians Local Union No. 606 Pension-Annuity Fund | TN | 1,850 | $90.8M | $35K |
| Minnesota Cement Masons Pension Fund | Trustees of Minnesota Cement Masons Pension Fund | MN | 1,807 | $285M | $20K |
| International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust | Board of Trustees, IBEW Local No. 725 | IN | 1,561 | $128M | $33K |
| Laborers Pension Fund | Board of Trustees Laborers Pension Fund | VA | 1,507 | $76.7M | $24K |
| Twin Cities & Vicinity Conference Board Pension Trust | Twin Cities & Vicinity Conference Board | MN | 1,221 | $28.9M | $18K |
| Plumbers & Steamfitters Local #83 Retirement Fund | Plumbers & Steamfitters Local 83 | PA | 1,045 | $45.2M | $27K |
| Plumbers & Steamfitters Local 184 Supplemental Pension Plan | BD of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental | TN | 963 | $81.8M | $30K |
| Birmingham P & S Local Union No. 91 Pension Fund | BPS Local 91 Pension Fund | AL | 953 | $31.1M | $30K |
| Local Union 317 Electrical Pension Plan | JT BRD of Trustees of Local Union 317 Electrical Pension Plan | WV | 947 | $179M | $27K |
| IBEW 648 Pension Plan | IBEW 648 Pension Plan | WV | 935 | $90.0M | $25K |
| Sheet Metal Workers Local No. 4 Pension Plan | Sheet Metal Workers Local No. 4 Pension Plan | TN | 921 | $54.3M | $34K |
| Bar & Restaurant and On-Sale Pension Plan | Joint Board of Trustees of Local 17 | MN | 920 | $9.8M | $13K |
| Sheet Metal Workers Local 7, Zone 2 Pension Plan | Joint Board of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | MI | 812 | $121M | $26K |
| Plumbers & Steamfitters Local 565 Pension Plan | Plumbers & Steamfitters Local 565 | WV | 765 | $35.4M | $18K |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | Trustees of Plumbers & Steamfitter Pension Trust Fund | KY | 686 | $83.8M | $41K |
| IBEW Local 596 Pension Fund | Joint Board of Trustees of IBEW Local 596 Pension Fund | WV | 608 | $86.1M | $26K |
| Plumbers & Steamfitters Local 83 Pension Fund | Plumbers & Steamfitter Local 83 | PA | 532 | $55.0M | $35K |
| Plumbers & Pipefitters Local 152 Pension TR Fund | Plumbers & Pipefitters Local 152 Pension Trust Fund | WV | 525 | $81.9M | $25K |
| IBEW Local 466 Pension Plan | Joint Board of Trustees of IBEW Local 466 Pension | WV | 486 | $146M | $26K |
| American Federation of Government Employees Pension Plan | American Federation of Government Employees | DC | 485 | $186M | $42K |
| Bricklayers Local No. 55 Pension Plan | Board of Trustees, Bricklayers Local No. 55 Pension Plan | IN | 484 | $11.2M | $22K |
| Bricklayers and Masons Local No. 22 Pension Plan | Bricklayers and Masons Local NO.22 Pension Plan | MI | 415 | $28.8M | $31K |
| Roofers Local No. 86 Pension Fund | Board of Trustees, Roofers Local Union No. 86 Pension Fund | MI | 247 | $17.0M | $27K |
| Cincinnati Stage Employees Local 5 Pension Plan | The Trustees of the Cincinnati Stage Employees Local 5 Pension Plan | OH | 212 | $16.6M | $18K |
| Ironworkers 568 Retirement Plan | The Board of Trustees of the Ironworkers 568 Retirement Plan | MD | 166 | $10.8M | $8,000 |
Questions and answers
How many plans does Standard Valuations serve?
33 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Standard Valuations?
The median plan reported $27.79 per participant in direct and indirect compensation (33 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (26 plans), Consulting (pension) (4 plans), Investment management (3 plans) and Investment advisory (participants) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.