Plan Snapshot
- Plan Sponsor: Boyd Coffee Company
- Sponsor EIN: 930127630
- Sponsor Address: P.O. BOX 529, VANCOUVER, WA, 98666
- Plan Type: DB
- Total Participants: 0
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $6.5M | $0 | $0 |
| 2022 | 0 | $5.4M | $193,000 | $0 |
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 |
|---|---|---|---|---|
| ROYAL ALLIANCE | Investment Advisor | $65,838 | — | $65,838 |
| JHBENEFITS, LTD | Other Service Provider | $21,860 | — | $21,860 |
| MOSS ADAMS LLP | Recordkeeper | $17,850 | — | $17,850 |
| FIRST STATE TRUST COMPANY | Other Service Provider | $12,881 | — | $12,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROYAL ALLIANCE — Investment Advisor
- MOSS ADAMS LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,429
- Estimated Expense Ratio: 1.829% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $13,675 | $11,401 | — | — | $2,274 |
| 2022 | $287,185 | $78,719 | — | — | $39,710 |