Raley's Group Pension Plan
Sponsored by Raley's · EIN 941316611 · Plan #011
- Total assets
- $103M
- Net assets
- $102M
- Active participants
- 439
- 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 Investments Llc CRD 105670 | deterministic · 100% | 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 | $207,834 |
| Blackrock Financial Management Inc | Investment management, Direct payment from the plan | $175,745 |
| Blackrock Institutional Trust Co | Investment management, Investment management fees (direct) | $66,921 |
| Resources Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $38,805 |
| Moss Adams, Llp | Accounting, Direct payment from the plan | $23,450 |
| Welling Management Co Llc | Investment management, Investment management fees (direct) | $17,214 |
| Pgim Investments Llc | Investment management, Investment management fees (direct) | $9,013 |