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Original filing (PDF)20251013123139NAL0001306721001
STOEL RIVES LLP
Form 5500
FILING_RECEIVED
STOEL RIVES RETIREMENT PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
650
Accounts w/ balance
1,303
Plan assets (EOY)
$560.4M
Net assets (EOY)
$560.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ARTISAN MULTIPLE INVESTMENT TRUST (extraction pending)]" is 33% of plan.
- 12 bps in Schedule C fees — 103% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOEL RIVES LLP.
Plan sponsor
Name
STOEL RIVES LLP
EIN
93-0408771
Address
760 SW NINTH AVENUE, SUITE 3000 · PORTLAND, OR · 97205
Phone
(503) 294-9484
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
STOEL RIVES RETIREMENT COMMITTEE
EIN
93-0664951
City
PORTLAND, OR
Phone
(503) 294-9484
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | — | PORTLAND, OR | NONE | $283K | — |
| WCM INVESTMENT MANAGEMENT | — | LAGUNA BEACH, CA | NONE | $220K | — |
| PRINCIPAL BANK | 42-1466678 | — | NONE | $147K | — |
| MATRIX TRUST | 51-0099033 | — | NONE | $22K | — |
| BAKER ELLIS ASSET MANAGEMENT | 75-2997594 | — | NONE | $10K | — |
Investments
53 direct securities · 6 pooled funds· $109.4M(20% of reported assets)
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.
Common Collective Trust
$66.7M
4 holdings
Uncategorized
$22.8M
53 holdings
103-12 Investment Entity
$19.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% | |
| [DFE: PINGROUP COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $11.3M | 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% | |
| NOTA DO TESOURO NACIONAL | — | 7,585,769.463 | $1.3M | $944K | 0.2% | |
| MEX BONOS DESARR FIX RT | — | 21,274,269.137 | $941K | $786K | 0.1% | |
| TITULOS DE TESORERIA | — | 2,582,288,792.819 | $769K | $633K | 0.1% | |
| ARAB REPUBLIC OF EGYPT | — | 772,317.566 | $587K | $617K | 0.1% | |
| MEX BONOS DESARR FIX RT | — | 8,718,186.016 | $390K | $360K | <0.1% | |
| NFE FINANCING LLC | — | 342,313.888 | $325K | $360K | <0.1% | |
| MEX BONOS DESARR FIX RT | — | 9,855,340.714 | $387K | $358K | <0.1% | |
| LEVIATHAN BOND LTD | — | 331,670.12 | $320K | $321K | <0.1% | |
| REPUBLIC OF EL SALVADOR | — | 374,313.421 | $270K | $315K | <0.1% | |
| YPF SOCIEDAD ANONIMA | — | 255,859.807 | $254K | $274K | <0.1% | |
| REPUBLIC OF ARGENTINA | — | 352,517.956 | $253K | $272K | <0.1% | |
| YPF SOCIEDAD ANONIMA | — | 265,336.096 | $263K | $269K | <0.1% | |
| PETROLEOS MEXICANOS | — | 293,764.964 | $254K | $268K | <0.1% | |
| EGYPT TREASURY BILL | — | 12,615,309.928 | $246K | $238K | <0.1% | |
| REPUBLIC OF PANAMA | — | 454,861.879 | $263K | $238K | <0.1% | |
| GEOPARK LTD | — | 236,907.229 | $228K | $227K | <0.1% | |
| ENERGEAN PLC | — | 208,478.361 | $197K | $207K | <0.1% | |
| LATAM AIRLINES GROUP SA | — | 203,740.217 | $204K | $206K | <0.1% | |
| OHI GROUP SA | — | 199,002.072 | $199K | $199K | <0.1% | |
| GRUPO POSADAS SAB CV | — | 217,954.65 | $195K | $197K | <0.1% | |
| BANCO DE CREDITO DEL PER | — | 199,002.072 | $188K | $195K | <0.1% | |
| TRANSPORT DE GAS DEL SUR | — | 180,049.494 | $178K | $188K | <0.1% | |
| PETROLEOS DEL PERU SA | — | 293,764.964 | $196K | $187K | <0.1% | |
| ENERGEAN ISRAEL FINANCE | — | 189,525.783 | $186K | $186K | <0.1% | |
| REPUBLIC OF GUATEMALA | — | 189,525.783 | $190K | $185K | <0.1% | |
| CITGO PETROLEUM CORP | — | 180,049.494 | $180K | $180K | <0.1% | |
| PETROLEOS MEXICANOS | — | 260,597.952 | $159K | $179K | <0.1% | |
| ISTANBUL METROPOLITAN MU | — | 142,144.337 | $142K | $154K | <0.1% | |
| FIDEIC IRR ADMIN 4323 | — | 132,668.048 | $133K | $138K | <0.1% | |
| YINSON BORONIA PRODUCTIO | — | 127,929.903 | $129K | $134K | <0.1% | |
| KINGDOM OF JORDAN | — | 137,406.193 | $133K | $132K | <0.1% | |
| BANCO DEL ESTADO -CHILE | — | 127,929.903 | $132K | $131K | <0.1% | |
| YPF ENERGIA ELECTRICA SA | — | 132,668.048 | $130K | $131K | <0.1% | |
| MELCO RESORTS FINANCE | — | 132,668.048 | $130K | $130K | <0.1% | |
| AEROPUERTOS DOMINICANOS | — | 127,929.903 | $128K | $130K | <0.1% | |
| PUMA INTERNATIONAL FINAN | — | 127,929.903 | $130K | $130K | <0.1% | |
| FIEMEX ENERGIA - BANC AC | — | 132,668.048 | $133K | $130K | <0.1% | |
| BRASKEM NETHERLANDS | — | 127,929.903 | $129K | $128K | <0.1% | |
| BRASKEM NETHERLANDS | — | 132,668.048 | $133K | $127K | <0.1% | |
| AES PANAMA GENERATION HL | — | 143,761.466 | $128K | $126K | <0.1% | |
| LIBERTY COSTA RICA SR SF | — | 113,715.47 | $121K | $121K | <0.1% | |
| BRASKEM IDESA SAPI | — | 151,620.626 | $114K | $121K | <0.1% | |
| CITGO PETROLEUM CORP | — | 118,453.614 | $118K | $119K | <0.1% | |
| CSN ISLANDS XI CORP | — | 118,453.614 | $116K | $110K | <0.1% | |
| BURFORD CAPITAL GLBL FIN | — | 94,762.891 | $98K | $101K | <0.1% | |
| CSN RESOURCES SA | — | 94,762.891 | $95K | $94K | <0.1% | |
| ATP TOW / AND TELECOM | — | 94,762.891 | $95K | $91K | <0.1% | |
| LCPR SR SECURED FIN DAC | — | 94,762.891 | $90K | $86K | <0.1% | |
| REPUBLIC OF NIGERIA | — | 94,762.891 | $81K | $81K | <0.1% | |
| TALOS PRODUCTION INC | — | 73,441.241 | $75K | $75K | <0.1% | |
| YPF SOCIEDAD ANONIMA | — | 56,493.372 | $57K | $57K | <0.1% | |
| TALOS PRODUCTION INC | — | 47,381.446 | $49K | $49K | <0.1% |