Stoel Rives Retirement Plan
Sponsored by Stoel Rives Llp · EIN 930408771 · Plan #333
- Total assets
- $560M
- Net assets
- $560M
- Active participants
- 650
- With balances
- 1,303
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Baker Ellis Asset Management Llc CRD 121802 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Investment Group | Investment advisory (plan), Investment management fees (direct) | $282,977 |
| Wcm Investment Management | Investment management, Investment management fees (direct) | $220,358 |
| Principal Bank | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $146,821 |
| Matrix Trust | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $21,736 |
| Baker Ellis Asset Management | Investment advisory (participants), Investment management fees (direct) | $9,884 |