STOEL RIVES LLP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-4 YoYRank #943 of mapped providers
Assets under administration$24.4B0.0%Market share · rank #553
Fees received$313,772Median $10,664/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical STOEL RIVES LLP plan look like?
Service mix · median fees per plan
Count of plans where STOEL RIVES LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 15 | $10,664 |
Competitor overlap
Percent of STOEL RIVES LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under STOEL RIVES LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under STOEL RIVES LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-003 | T ROWE PRICE RPS INC | $310M |
YOUNG BROTHERS, LLCHI · 990105204-004 | WILLIS TOWERS WATSON US LLC | $81M |
PRODUCTS (SE) PIPE LINE CORPORATIONGA · 580388035-002 | MERCER | $21M |
ROSEBURG FOREST PRODUCTS CO.OR · 931240670-003 | FID INV INST OPS CO | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $24,000 | 10y | - |
BERKSHIRE HATHAWAY CREDIT CORPORATIONNE · 470679606-002 | $5.2B | 33,094 | $8,593 | 3y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $78,000 | 10y | - |
KINDER MORGAN, INC.TX · 800682103-002 | $2.9B | 16,725 | $14,697 | 9y | 1 |
PRECISION CASTPARTS CORP.OR · 930460598-004 | $2.5B | 23,698 | $44,850 | 10y | 2 |
PRECISION CASTPARTS CORP.OR · 930460598-002 | $1.2B | 8,000 | $10,664 | 10y | - |
KINDER MORGAN, INC.TX · 800682103-004 | $1.2B | 8,636 | $20,370 | 8y | - |
KINDER MORGAN, INC.TX · 800682103-005 | $518M | 16,410 | $6,062 | 6y | - |
ROSEBURG FOREST PRODUCTS CO. AND WESTERN STATES REGIONAL COUNCILOR · 936021814-001 | $237M | 3,532 | $10,233 | 10y | - |
TRANSCONTINENTAL US, LLCIL · 760678895-003 | $186M | 3,032 | $9,200 | 3y | 1 |
Flag exposure
93.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into STOEL RIVES LLP.
- STOEL RIVES
- STOEL RIVES LLP
- STOEL RIVES, ET AL.
- STOEL RIVES, LLP
- STOEL, RIVES, ET AL
- STOEL, RIVES, ET AL.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for STOEL RIVES LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 6.67% | 1.71% | +4.95 pp |
| Failed to provide benefit | 1 | 6.67% | 0.14% | +6.53 pp |
| Corrective distributions | 3 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with STOEL RIVES LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent