Employers › Relay
Recordkeeping fees per participant · Relay, Inc. 401(k) Profit Sharing and Trust. · plan year 2024
$85.27
Higher than 51% of the 14,075 plans $10 to 50M that report it.
= $17,821 / 209
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002102633NAL0000995714001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002102633NAL0000995714001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Administrative expenses excluding investment management, per participant
$85.27
Higher than 37% of the 24,371 plans $10 to 50M that report it.
= $17,821 / 209
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002102633NAL0000995714001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002102633NAL0000995714001, received 2025-10-02
Administrative expenses per participant
$306.66
Higher than 73% of the 25,098 plans $10 to 50M that report it.
= $64,092 / 209
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002102633NAL0000995714001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002102633NAL0000995714001, received 2025-10-02
Administrative expenses as a share of assets
0.232%
Higher than 40% of the 25,132 plans $10 to 50M that report it.
= $64,092 / $27,681,974
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002102633NAL0000995714001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002102633NAL0000995714001, received 2025-10-02
Employer contributions per participant
$3,217
Higher than 76% of the 24,050 plans $10 to 50M that report it.
= $672,324 / 209
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002102633NAL0000995714001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002102633NAL0000995714001, received 2025-10-02
Employer share of total contributions
21.8%
Higher than 29% of the 24,084 plans $10 to 50M that report it.
= $672,324 / $3,084,322
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002102633NAL0000995714001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002102633NAL0000995714001, received 2025-10-02
Plan terms are not published in public filings.
2T default investment (QDIA) · 2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2G fully participant-directed · 2K 401(m) arrangement · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002102633NAL0000995714001, received 2025-10-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RELAY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Plan name | RELAY, INC. 401(K) PROFIT SHARING AND TRUST. | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Sponsor EIN / plan number | 47-3759293 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Sponsor location | RALEIGH, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Industry (business code) | 517000, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Participants, beginning of year | 195 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Active participants | 204 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Participants, end of year | 244 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Participants with an account balance | 209 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total assets, beginning of year | $21,815,413 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total assets, end of year | $27,681,974 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Net assets, end of year | $27,681,974 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total income | $6,738,237 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Net income | $5,866,561 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Employer contributions | $672,324 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Participant contributions | $1,922,705 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $489,293 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total contributions | $3,084,322 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Benefit payments | $807,584 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $871,676 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Total administrative expenses | $64,092 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Recordkeeping fees | $17,821 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Investment advisory and management fees | $46,271 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Administrative expenses excluding investment management | $17,821 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Held in mutual funds | $26,214,551 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002102633NAL0000995714001, received 2025-10-02 |
| Independent auditor | EISNERAMPER LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002102633NAL0000995714001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002102633NAL0000995714001, received 2025-10-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | 27 Investment advisory (plan) | $46,271 | no |
| FIDELITY WORKPLACE SERVICES LLCrecordkeeper | PLAN ADMINISTRATOR | 14 Plan administrator; 24 Trustee (discretionary); 28 Investment management; 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $17,821 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002102633NAL0000995714001, received 2025-10-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $21,815,413 | $27,681,974 | 26.9% |
| Participants with a balance | 167 | 209 | 25.1% |
| Administrative expenses | $48,394 | $64,092 | 32.4% |
| Recordkeeping fees per participant | $70.74 | $85.27 | 20.5% |
| Employer contributions | $541,642 | $672,324 | 24.1% |
Prior filing 20240926074342NAL0000664992001, received 2024-09-26; the plan years are contiguous.
Sponsor name as filed: RELAY, INC.; SEC registrant: Relay, Inc. (CIK 1971027, matched by EIN).