How big is Relay Resources' plan?

Relay Resources' plan reported $14.7M in assets and 861 participants for 2024.

Original filing (PDF)20251015164522NAL0002768339001

Relay Resources

Name: Relay Resources — Relay Resources 403(b) Retirement, Form 5500 (2024)
Creator: Relay Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Relay Resources 403(b) Retirement Plan

403(b) retirement plan · Relay Resources' Relay Resources 403(b) Retirement Plan held $14.7M in plan assets for 861 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

861

Accounts w/ balance

601

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

Plan identifiers

Relay Resources' EIN is 93-0468214.

EIN 93-0468214

Plan number 002

Plan year 2024

ACK ID 20251015164522NAL0002768339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Relay Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Relay Resources' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

RELAY RESOURCES

EIN

all filings

Address

5312 NE 148TH AVE · PORTLAND, OR · 97230

Phone

(503) 261-1266

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$50K	—

Investments

39 direct securities · 1 pooled fund· $14.6M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$6.8M

24 holdings

Other securities

$5.7M

10 holdings

Common Collective Trusts

$1.9M

4 holdings

Pooled Separate Account

$182K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Voya Intermediate Bond Fund - Class I -	Other securities	—	—	$2.0M	13.9%
TIAA Investments CREF Stock Account - Class R1 -	Mutual Funds	—	—	$1.8M	12.0%
Schwab Funds Schwab S&P 500 Index Fund - Select S -	Common Collective Trusts	—	—	$1.7M	11.3%
MFS International Diversification R4 -	Mutual Funds	—	—	$1.4M	9.3%
Standard Funds Standard Stable Asset A Fund*** -	Other securities	—	—	$1.1M	7.3%
TIAA Investments TIAA Traditional Non Benefit Responsive -	Mutual Funds	—	—	$993K	6.8%
TIAA Investments CREF Money Market R1 -	Mutual Funds	—	—	$805K	5.5%
American Century American Century Ultra Fund - Class R6 -	Other securities	—	—	$790K	5.4%
JPMorgan Equity Income Fund Class R6 -	Other securities	—	—	$770K	5.3%
TIAA Investments TIAA Traditional Benefit Responsive*** -	Mutual Funds	—	—	$588K	4.0%
American Century American Century Small Cap Value Fund R6 Class -	Other securities	—	—	$467K	3.2%
TIAA Investments CREF Global Equities R1 -	Mutual Funds	—	—	$398K	2.7%
TIAA Investments CREF Growth R1 -	Mutual Funds	—	—	$369K	2.5%
Allspring Special Mid Cap Value R6 -	Other securities	—	—	$282K	1.9%
Carillon Eagle MidCAp GR FD R6 -	Other securities	—	—	$265K	1.8%
TIAA Investments CREF Equity Index R1 -	Common Collective Trusts	—	—	$189K	1.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$182K	1.2%
TIAA Investments CREF Core Bond R1 -	Mutual Funds	—	—	$83K	0.6%
TIAA Investments TIAA Access Intl Equity T4 -	Mutual Funds	—	—	$54K	0.4%
TIAA Investments CREF Inflation-Linked Bond R1 -	Mutual Funds	—	—	$50K	0.3%
Vanguard Mid Cap Index Fund Admiral -	Common Collective Trusts	—	—	$40K	0.3%
TIAA Investments CREF Social Choice R1 -	Mutual Funds	—	—	$37K	0.3%
TIAA Investments TIAA Access Mid-Cap Val T4 -	Mutual Funds	—	—	$35K	0.2%
TIAA Investments TIAA Access Core Bond Plus T4 -	Mutual Funds	—	—	$30K	0.2%
TIAA Investments TIAA Access Lg-Cap Val T4 -	Mutual Funds	—	—	$30K	0.2%
TIAA Investments TIAA Access Sm-Cap Bl Idx T4 -	Common Collective Trusts	—	—	$29K	0.2%
American Funds American Funds American Balanced R6 -	Mutual Funds	—	—	$29K	0.2%
TIAA Investments TIAA Access Real Est Secs T4 -	Mutual Funds	—	—	$27K	0.2%
TIAA Investments TIAA Access Quant Sml Cp Eq T4 -	Mutual Funds	—	—	$27K	0.2%
Schwab Funds Schwab Small Cap Index Select -	Mutual Funds	—	—	$25K	0.2%
Hood River Capital Management Hood River Small Capital Growth Institutional Fund -	Other securities	—	—	$22K	0.2%
TIAA Investments Nuveen Large Cap Responsible -	Mutual Funds	—	—	$20K	0.1%
American Funds American Funds New Perspective R6 -	Mutual Funds	—	—	$18K	0.1%
TIAA Investments TIAA Access Nuv Core Equity T4 -	Mutual Funds	—	—	$12K	<0.1%
TIAA Investments TIAA Access Lifecycle 2035 T4 -	Mutual Funds	—	—	$8K	<0.1%
TIAA Investments TIAA Access Lifecycle Rtmt Inc T4 -	Mutual Funds	—	—	$5K	<0.1%
TIAA Investments Plan Loan Default Fund*** -	Mutual Funds	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%