Plan Snapshot
- Plan Sponsor: Emporia Wholesale Coffee Company
- Sponsor EIN: 480209630
- Sponsor Address: 309 MERCHANT, EMPORIA, KS, 66801
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $9.7M
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 | 114 | $9.7M | $195,062 | $589,192 |
| 2023 | 105 | $8.2M | $184,771 | $506,464 |
| 2022 | 109 | $6.7M | $148,248 | $474,707 |
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 |
|---|---|---|---|---|
| AGLER & GAEDDERT, CHARTERED | Auditor | — | — | $0 |
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 | $33,419 | $18,267 | $4,339 | — | — |
| 2023 | $29,755 | $14,126 | $9,099 | — | — |
| 2022 | $26,999 | $11,349 | $15,650 | — | — |