Plan Snapshot
- Plan Sponsor: Raley'S
- Sponsor EIN: 941316611
- Sponsor Address: 500 W CAPITOL AVE, WEST SACRAMENTO, CA, 956052624
- Plan Type: DB
- Total Participants: 457
- Total Assets: $321.5M
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 | 457 | $321.5M | $13.0M | $0 |
| 2023 | 500 | $339.6M | $0 | $0 |
| 2022 | 547 | $347.6M | $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 |
|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | CUSTODIAN | $582,822 | — | $582,822 |
| BLACKROCK FINANCIAL MANAGEMENT INC | INVESTMENT MANAGEMENT | $546,274 | — | $546,274 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGEMENT | $198,503 | — | $198,503 |
| RESOURCES INVESTMENT ADVISORS, INC. | INVESTMENT MANAGEMENT | $148,540 | — | $148,540 |
| WELLINGTON MANAGEMENT CO LLC | INVESTMENT MANAGEMENT | $61,629 | — | $61,629 |
| MOSS ADAMS, LLP | ACCOUNTANT | $23,450 | — | $23,450 |
| BAKER TILLY US LLP | Auditor | $23,450 | — | $23,450 |
| PGIM, INC. | INVESTMENT MANAGEMENT | $12,492 | — | $12,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL CUSTODY SOLUTIONS — CUSTODIAN
- RESOURCES INVESTMENT ADVISORS, INC. — INVESTMENT MANAGEMENT
- MOSS ADAMS, LLP — ACCOUNTANT
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,597,160
- Estimated Expense Ratio: 0.497% 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 | $3,863,881 | $967,439 | — | $23,450 | — |
| 2023 | $3,635,755 | $666,820 | — | $20,280 | — |
| 2022 | $3,796,892 | $1,621,330 | — | — | $5,300 |