Plan Snapshot
- Plan Sponsor: Raley'S Arizona LLC
- Sponsor EIN: 872167964
- Sponsor Address: 500 W CAPITOL AVE, WEST SACRAMENTO, CA, 95605
- Plan Type: DB
- Total Participants: 1,249
- Total Assets: $127.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,249 | $127.5M | $0 | $0 |
| 2023 | 1,381 | $139.4M | $4.1M | $0 |
| 2022 | 1,882 | $187.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| USI CONSULTING GROUP | NONE | $521,124 | — | $521,124 |
| PRINCIPAL TRUST COMPANY | NONE | $190,449 | — | $190,449 |
| BAKER TILLY US LLP | Auditor | $33,620 | — | $33,620 |
| MOSS ADAMS LLP | NONE | $31,520 | — | $31,520 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $29,167 | — | $29,167 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — NONE
- BAKER TILLY US LLP — Auditor
- MOSS ADAMS LLP — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $805,880
- Estimated Expense Ratio: 0.632% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,752,438 | $218,275 | $447,749 | $33,620 | — |
| 2023 | $2,272,789 | $254,664 | $278,327 | $34,125 | — |
| 2022 | $2,043,296 | $315,528 | $125,000 | — | $63,560 |