# East West Tea Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/east-west-tea-company-llc-plan-001

> East West Tea Company, LLC&#39;s 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** East West Tea Company, LLC

- **Sponsor EIN:** 260820665

- **Sponsor Address:** 1325 WESTEC DRIVE, EUGENE, OR, 97402

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

- **Total Participants:** 216

- **Total Assets:** $17.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|216|$17.9M|$597,255|$1.2M|

| 2023|215|$15.1M|$514,374|$1.0M|

| 2022|192|$12.0M|$489,443|$862,927|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $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|$65,087|—|$7,410|—|—|

| 2023|$26,418|—|$8,320|—|—|

| 2022|$27,118|—|$17,925|—|$9,193|

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