Plan Snapshot
- Plan Sponsor: West Side Db LLC Dba Dutch Bros Coffee
- Sponsor EIN: 463562666
- Sponsor Address: 8716 W. LUDLOW DR., PEORIA, AZ, 85381
- Plan Type: 401(k)
- Total Participants: 1,020
- Total Assets: $2.0M
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 | 1,020 | $2.0M | $100,952 | $186,038 |
| 2023 | 736 | $1.5M | $93,865 | $147,933 |
| 2022 | 115 | $1.2M | $78,124 | $139,080 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $15,473 | $36 | $900 | — | — |
| 2023 | $11,973 | $4 | $516 | — | — |
| 2022 | $18,544 | — | $15,429 | — | $3,115 |