Plan Snapshot
- Plan Sponsor: Blue Bottle Coffee, INC.
- Sponsor EIN: 460805567
- Sponsor Address: 300 WEBSTER STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 1,100
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,100 | $20.6M | $0 | $3.4M |
| 2023 | 1,156 | $16.9M | $803 | $3.2M |
| 2022 | 1,055 | $12.2M | $228 | $3.2M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $82,380 | — | $27,827 | — | — |
| 2023 | $59,602 | — | $20,473 | — | — |
| 2022 | $48,666 | — | — | — | $48,666 |