Raley's 401(k) Retirement Savings Plan
Sponsored by Raley's · EIN 941316611 · Plan #012
- Total assets
- $640M
- Net assets
- $640M
- Active participants
- 17,670
- With balances
- 9,767
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $694,641 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Consulting fees | $0 |
| Moss Adams Llp | Accounting, Other fees | $0 |