Plan Snapshot
- Plan Sponsor: Stoel Rives LLP
- Sponsor EIN: 930408771
- Sponsor Address: 760 SW NINTH AVENUE, SUITE 3000, PORTLAND, OR, 97205
- Plan Type: DC
- Total Participants: 650
- Total Assets: $560.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 650 | $560.4M | $9.5M | $8.2M |
| 2023 | 654 | $536.6M | $9.0M | $7.6M |
| 2022 | 682 | $505.1M | $8.6M | $7.5M |
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 | — | — | $0 |
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: $0
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 | $708,801 | $513,219 | — | — | — |
| 2023 | $676,170 | $484,828 | — | — | — |
| 2022 | $748,894 | $564,006 | — | — | — |