Plan Snapshot
- Plan Sponsor: Relay Resources
- Sponsor EIN: 930468214
- Sponsor Address: 5312 NE 148TH AVE, PORTLAND, OR, 97230
- Plan Type: 403(b)
- Total Participants: 861
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 861 | $14.7M | $522,739 | $1.6M |
| 2023 | 787 | $12.5M | $545,561 | $1.4M |
| 2022 | 679 | $10.4M | $494,622 | $1.1M |
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 |
|---|---|---|---|---|
| ALDRICH CPA'S & ADVISOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPA'S & ADVISOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,971 | — | $49,971 | — | — |
| 2023 | $53,279 | — | $53,279 | — | — |
| 2022 | $44,982 | — | $44,982 | — | — |