# Colectivo Coffee Roasters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/colectivo-coffee-roasters-inc-plan-001

> Colectivo Coffee Roasters, INC.'s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colectivo Coffee Roasters, INC.

- **Sponsor EIN:** 391779155

- **Sponsor Address:** 2999 N. HUMBOLDT BLVD., MILWAUKEE, WI, 53212

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

- **Total Participants:** 355

- **Total Assets:** $10.9M

## 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|355|$10.9M|$200,933|$507,688|

| 2023|232|$11.3M|$181,283|$484,120|

| 2022|184|$9.5M|$180,762|$466,948|

## 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|

| WEALTH ENHANCEMENT|ADVISOR|$30,133|—|$30,133|

| NEWPORT GROUP|RECORDKEEPER|$9,945|—|$9,945|

| VRAKAS, S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS, S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,078

- **Estimated Expense Ratio:** 0.369% 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|$55,743|—|—|—|—|

| 2023|$38,433|$25,918|$6,046|—|—|

| 2022|$45,172|$31,239|$9,584|—|$4,349|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/colectivo-coffee-roasters-inc-plan-001)

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