Scott Schaerer signed Stoel Rives LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stoel Rives LLP's EIN is 93-0408771.
Download the official 2024 Form 5500 (PDF) for Stoel Rives LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stoel Rives LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | — | LAGUNA BEACH, CA | NONE | $220K | — |
| BAKER ELLIS ASSET MANAGEMENT | 75-2997594 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $28.7M | 5.1% |
| DRIEHAUS EMERGING MARKETS GRWTH CIT RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | $16.3M | 2.9% |
| BRANDYWINE GLOBAL INVESTMENT MANAGE BRANDYWINE GLOBAL INVESTMENT MANAGEMENT LLC · EIN 51-0412248 / PN 017 | 103-12 Investment Entity | $11.4M | 2.0% |
| ANTIPODES GLOBAL EQUITY CIT CLASS A SEI TRUST COMPANY · EIN 86-2356057 / PN 150 | Common Collective Trust | $11.3M | 2.0% |
| GW&K SMALL CAP CORE EQUITY COLLECTI GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 002 | Common Collective Trust | $10.4M | 1.9% |
| MLM INDEX FUND COMMODITY L/N UNLEVE MLM INDEX FUND · EIN 27-1198002 / PN 001 | 103-12 Investment Entity | $8.5M | 1.5% |
| — |
| PORTLAND, OR |
| NONE |
| $283K |
| — |
| PRINCIPAL BANK | 42-1466678 | — | NONE | $147K | — |
| MATRIX TRUST | 51-0099033 | — | NONE | $22K | — |
