Baker Ellis Asset Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,986

Total plan assets

$1.6B

Filings (rows)

Direct comp

$47K

Indirect comp

Showing only "BAKER ELLIS ASSET MANAGEMENT"

View all 2 variants aggregated →

BAKER ELLIS ASSET MANAGEMENT3 BAKER ELLIS ASSET MGMT2

SERVICES PROVIDED

Investment manager3

Prospecting the plans that use Baker Ellis Asset Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Stoel Rives LLP Stoel Rives Retirement Plan · all filings	PORTLAND, OR	Investment manager	650	$560.4M	$10K	$0
Stoel Rives LLP Stoel Rives Retirement Plan · all filings	PORTLAND, OR	Investment manager	654	$536.6M	$9K	$0
Stoel Rives LLP Stoel Rives Retirement Plan · all filings	PORTLAND, OR	Investment manager	682	$505.1M	$28K	$0