Plan Snapshot
- Plan Sponsor: Coal Brick Oven Pizzeria, INC.
- Sponsor EIN: 262908264
- Sponsor Address: 15005 NORTH NORTHSIGHT BOULEVARD, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 2,512
- Total Assets: $2.0M
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 | 2,512 | $2.0M | $0 | $344,189 |
| 2023 | 2,633 | $1.7M | $0 | $360,434 |
| 2022 | 818 | $1.4M | $0 | $340,403 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $64,412 | — | $64,412 |
| PFG ADVISORS | SERVICE PROVIDER | — | $9,695 | $9,695 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFG ADVISORS — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,107
- Estimated Expense Ratio: 3.620% 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 | $66,485 | $1,868 | $63,967 | — | — |
| 2023 | $59,965 | $2,063 | $57,302 | — | — |
| 2022 | $30,431 | — | — | — | — |