AUMdb

Stoel Rives Llp Cash Balance Plan

Sponsored by Stoel Rives Llp · EIN 930408771 · Plan #012

Total assets
$41.2M
Net assets
$41.1M
Active participants
177
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Bank Claims processing, Trustee (institutional), Recordkeeping $106,438
October Three Consulting Llc Actuarial $75,000
Geffen Mesher & Co., Pc Accounting $24,825