# Raley&#39;S DB Plan
Source: https://planprovider.pro/companies/raley-s-plan-010

> Raley&#39;S&#39;s DB plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/principal-financial-group-inc) — CUSTODIAN

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT MANAGEMENT

- [MOSS ADAMS, LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|

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