Plan Snapshot
- Plan Sponsor: Raley'S
- Sponsor EIN: 941316611
- Sponsor Address: 500 W CAPITOL AVE, WEST SACRAMENTO, CA, 956052624
- Plan Type: DB
- Total Participants: 439
- Total Assets: $103.4M
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 | 439 | $103.4M | $0 | $0 |
| 2023 | 453 | $112.5M | $2.0M | $0 |
| 2022 | 484 | $108.9M | $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 | $207,834 | — | $207,834 |
| BLACKROCK FINANCIAL MANAGEMENT INC | INVESTMENT MANAGEMENT | $175,745 | — | $175,745 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGEMENT | $66,921 | — | $66,921 |
| RESOURCES INVESTMENT ADVISORS, INC. | INVESTMENT MANAGEMENT | $38,805 | — | $38,805 |
| MOSS ADAMS, LLP | ACCOUNTANT | $23,450 | — | $23,450 |
| BAKER TILLY US LLP | Auditor | $23,450 | — | $23,450 |
| WELLING MANAGEMENT CO LLC | INVESTMENT MANAGEMENT | $17,214 | — | $17,214 |
| PGIM INVESTMENTS LLC | INVESTMENT MANAGEMENT | $9,013 | — | $9,013 |
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: $562,432
- Estimated Expense Ratio: 0.544% 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 | $863,982 | $307,698 | — | $23,450 | — |
| 2023 | $2,053,781 | $209,528 | — | $20,280 | — |
| 2022 | $817,642 | $508,615 | — | — | $4,940 |