# Relay Resources 403(b) Plan
Source: https://planprovider.pro/companies/relay-resources-403b-plan

> Relay Resources's 403(b) plan: 861 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$49,971|—|$49,971|

| ALDRICH CPA'S & ADVISOR|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALDRICH CPA'S & ADVISOR](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,971

- **Estimated Expense Ratio:** 0.341% 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|$49,971|—|$49,971|—|—|

| 2023|$53,279|—|$53,279|—|—|

| 2022|$44,982|—|$44,982|—|—|

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