Plan Snapshot
- Plan Sponsor: Stoel Rives, LLP
- Sponsor EIN: 930408771
- Sponsor Address: 760 SW NINTH AVENUE, SUITE 3000, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Plan Number: 506
- Total Participants: 566
- Total Assets: $640,476
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 566 | $640,476 | $0 | $0 |
| 2024 | 538 | $535,694 | $5.0M | $2.3M |
| 2023 | 503 | $7,655 | $4.2M | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GEFFEN MESHER & COMPANY PC | Auditor | $41,650 | — | $41,650 |
| MILLIMAN | Other Service Provider | $10,609 | — | $10,609 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,259
- Estimated Expense Ratio: 8.159% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $8,865,839 | — | $339,657 | $41,650 | — |
| 2024 | $416,173 | — | $322,593 | $47,975 | — |
| 2023 | $409,168 | — | $409,168 | — | — |