Plan Snapshot
- Plan Sponsor: Caribou Coffee Company, INC.
- Sponsor EIN: 411731219
- Sponsor Address: 3900 LAKEBREEZE AVENUE NORTH, BROOKLYN CENTER, MN, 55429
- Plan Type: 401(k)
- Total Participants: 7,328
- Total Assets: $46.3M
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 | 7,328 | $46.3M | $608,431 | $4.0M |
| 2023 | 6,922 | $43.8M | $537,713 | $3.4M |
| 2022 | 7,048 | $37.5M | $280,972 | $3.6M |
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 |
|---|---|---|---|---|
| DAN ASWELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAN ASWELL — 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 | $105,365 | $40,875 | $64,490 | — | — |
| 2023 | $135,927 | $54,500 | $81,427 | — | — |
| 2022 | $109,060 | — | $109,060 | — | — |