Plan Snapshot
- Plan Sponsor: Black Rock Coffee Holdings LLC
- Sponsor EIN: 831415331
- Sponsor Address: 9170 E. BAHIA DR., SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 576 | $2.3M | $340,176 | $558,419 |
| 2023 | 597 | $1.4M | $287,332 | $426,065 |
| 2022 | 806 | $748,185 | $224,836 | $376,787 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,745 | — | — | — | — |
| 2023 | $4,952 | $136 | — | — | — |
| 2022 | $1,430 | — | — | — | — |