AUMdb

Raley's Pension Plan

Sponsored by Raley's · EIN 941316611 · Plan #010

Total assets
$321M
Net assets
$315M
Active participants
457
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pgim, Inc. CRD 105676 deterministic · 100% 2024
Wellington Management Company Llp CRD 106595 fuzzy_auto · 97% 2024
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Custody Solutions Custodial (other), Trustee (institutional), Direct payment from the plan $582,822
Blackrock Financial Management Inc Investment management, Direct payment from the plan $546,274
Blackrock Institutional Trust Co Investment management, Investment management fees (direct) $198,503
Resources Investment Advisors, Inc. Investment management, Investment management fees (direct) $148,540
Wellington Management Co Llc Investment management, Investment management fees (direct) $61,629
Moss Adams, Llp Accounting, Direct payment from the plan $23,450
Pgim, Inc. Investment management, Investment management fees (direct) $12,492