Plan Snapshot
- Plan Sponsor: Bellwether Coffee Co.
- Sponsor EIN: 464135171
- Sponsor Address: 1710 FOURTH STREET, BERKELEY, CA, 94710
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 93
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 93 | $3.4M | $0 | $0 |
| 2024 | 46 | $2.6M | $0 | $482,628 |
| 2023 | 55 | $2.2M | $0 | $534,882 |
| 2022 | 82 | $1.4M | $0 | $899,490 |
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