# Coal Brick Oven Pizzeria, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coal-brick-oven-pizzeria-inc-401k-plan

> Coal Brick Oven Pizzeria, INC.'s 401(k) plan: 2,512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pfg-advisors) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/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|—|—|—|—|

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