# Blue Bottle Coffee, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blue-bottle-coffee-inc-401k-plan

> Blue Bottle Coffee, INC.'s 401(k) plan: 1,100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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