Plan Snapshot
- Plan Sponsor: Stoel Rives LLP
- Sponsor EIN: 930408771
- Sponsor Address: 760 SW NINTH AVENUE, SUITE 3000, PORTLAND, OR, 97205
- Plan Type: DB
- Total Participants: 177
- Total Assets: $41.2M
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. |
|---|---|---|---|---|
| 2024 | 177 | $41.2M | $12.0M | $0 |
| 2023 | 182 | $34.3M | $6.0M | $0 |
| 2022 | 187 | $36.5M | $5.5M | $0 |
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 | $24,825 | — | $24,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN, MESHER & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,825
- Estimated Expense Ratio: 0.060% 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 |
|---|---|---|---|---|---|
| 2024 | $225,655 | — | — | $24,825 | — |
| 2023 | $216,213 | — | — | $23,650 | — |
| 2022 | $228,048 | — | $117,300 | — | $89,540 |