# Stoel Rives LLP DC Plan
Source: https://planprovider.pro/companies/stoel-rives-llp-plan-333

> Stoel Rives LLP's DC plan: 650 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MEKETA INVESTMENT GROUP|NONE|$282,977|—|$282,977|

| WCM INVESTMENT MANAGEMENT|NONE|$220,358|—|$220,358|

| PRINCIPAL BANK|NONE|$146,821|—|$146,821|

| MATRIX TRUST|NONE|$21,736|—|$21,736|

| BAKER ELLIS ASSET MANAGEMENT|NONE|$9,884|—|$9,884|

| 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](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $681,776

- **Estimated Expense Ratio:** 0.122% 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|$708,801|$513,219|—|—|—|

| 2023|$676,170|$484,828|—|—|—|

| 2022|$748,894|$564,006|—|—|—|

## Similar Plans

- [Schwabe, Williamson & Wyatt, P.C.](https://planprovider.pro/companies/schwabe-williamson-wyatt-p-c-plan-001) — 311 participants

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