Plan Ledger DOL Form 5500 · updated monthly

Stoel Rives LLP401(k)

STOEL RIVES RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Stoel Rives LLP reported $708,801 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,595 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 21st-largest of 1,021 plans among Oregon employers on file, and the 317th of 11,654 in professional & technical services. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$560,351,548
Participants with balances1,303
Active participants650
Employer contributions$9,486,659
Employee contributions$8,159,380
Employer contribution per active participant$14,595
Average account balance$430,047
Benefits paid to participants$53,642,088
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$560.4M · 1,303 accts · $9.5M emplr
2023$536.6M · 1,308 accts · $9.0M emplr
2022$505.1M · 1,346 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Investment management$513,219
Trustee / custodial$195,582
Total administrative$708,801
The Stoel Rives LLP 401(k) match · 2024
Employer contribution per active participant$14,595
Median for plans this size$4,294
2024$14,595 per active participant
2023$13,793 per active participant
2022$12,582 per active participant

Stoel Rives LLP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
MEKETA INVESTMENT GROUP · Investment advisory (plan)$282,977
WCM INVESTMENT MANAGEMENT · Investment management$220,358
PRINCIPAL BANK · Trustee$146,821
MATRIX TRUST · Trustee$21,736
BAKER ELLIS ASSET MANAGEMENT · Investment advisory (participants)$9,884

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$708,801 · 0.13%
2023$676,170 · 0.13%
2022$748,894 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Oregon
899210-01 Nextep, Inc. OK$566.1M · 0.47%
Spotify USA Inc. NY$565.8M · 0.11%
Seagen Inc. WA$560.0M · 0.05%
Marcum LLP NY$558.0M · 0.05%
Dynetics, Inc. AL$557.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930408771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.