2023 Form 5500 filing — Stoel Rives Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009150342NAL0018604929001) for Stoel Rives Retirement Plan, reported by Stoel Rives Llp under EIN 93-0408771 and plan number 333. It reports 1,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150342NAL0018604929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoel Rives Llp
- EIN
- 93-0408771
- Plan number
- 333
- Location
- Portland, OR
- Participants
- 1,393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $536,592,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $536,592,250
- Employer contributions
- $9,020,335
- Participant contributions
- $7,585,096
- Total income / additions
- $78,817,444
- Benefits paid
- $46,680,074
- Administrative expenses
- $676,170
- Total expenses
- $47,356,244
- Net increase / (decrease)
- $31,461,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $276,750 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $185,381 | not reported in the loaded dataset |
| Principal Bank | NONE | $143,882 | $0 |
| Matrix Trust | NONE | $18,597 | $0 |
| Vulcan Value Partners LLC | NONE | $13,618 | $0 |
| Baker Ellis Asset Management | NONE | $8,534 | not reported in the loaded dataset |