# Peet'S Coffee & Tea, LLC 401(k) Plan
Source: https://planprovider.pro/companies/peet-s-coffee-tea-llc-401k-plan

> Peet'S Coffee & Tea, LLC's 401(k) plan: 4,443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peet'S Coffee & Tea, LLC

- **Sponsor EIN:** 910863396

- **Sponsor Address:** 1400 PARK AVENUE, EMERYVILLE, CA, 946083520

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

- **Total Participants:** 4,443

- **Total Assets:** $130.3M

## 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|4,443|$130.3M|$3.5M|$8.1M|

| 2023|4,532|$110.7M|$3.4M|$7.7M|

| 2022|4,540|$89.7M|$3.3M|$7.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$173,341|—|$173,341|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,341

- **Estimated Expense Ratio:** 0.133% 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|$170,191|—|$170,191|—|—|

| 2023|$135,729|—|$135,729|—|—|

| 2022|$127,359|—|$127,359|—|—|

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