# Cafe Valley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cafe-valley-inc-401k-plan

> Cafe Valley, INC.'s 401(k) plan: 1,087 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cafe Valley, INC.

- **Sponsor EIN:** 860575165

- **Sponsor Address:** 7000 WEST BUCKEYE RD, PHOENIX, AZ, 85043

- **Plan Type:** 401(k)

- **Total Participants:** 1,087

- **Total Assets:** $11.8M

## 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|1,087|$11.8M|$865,880|$1.6M|

| 2023|963|$9.6M|$825,114|$1.5M|

| 2022|853|$6.4M|$671,109|$1.2M|

## 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|

| CBIZ CPAS P.C.|Auditor|$15,635|—|$15,635|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,635

- **Estimated Expense Ratio:** 0.133% 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|

| 2024|$74,436|—|—|$15,635|—|

| 2023|$66,234|$14,309|—|—|—|

| 2022|$56,245|—|—|—|—|

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