Plan Snapshot
- Plan Sponsor: Community Coffee Company L.L.C.
- Sponsor EIN: 720478429
- Sponsor Address: 3332 PARTRIDGE LANE BUILDING A, BATON ROUGE, LA, 708092413
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $102.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,000 | $102.9M | $3.2M | $5.7M |
| 2023 | 968 | $93.3M | $3.1M | $5.6M |
| 2022 | 922 | $78.6M | $2.8M | $5.1M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | INVESTMENT ADVISORY | $50,000 | — | $50,000 |
| LAPORTE, APAC | ACCOUNTING | $11,328 | — | $11,328 |
| LINCOLN NATIONAL CORPORATION | CONTRACT ADMINISTRATOR | $9,775 | — | $9,775 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — INVESTMENT ADVISORY
- LAPORTE, APAC — ACCOUNTING
- LINCOLN NATIONAL CORPORATION — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,103
- Estimated Expense Ratio: 0.069% 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 | $71,103 | $50,000 | $9,775 | $11,328 | — |
| 2023 | $78,065 | $50,000 | $8,065 | $20,000 | — |
| 2022 | $56,275 | $50,000 | $6,275 | — | — |