Plan Ledger DOL Form 5500 · updated monthly

Blue Bottle Coffee, Inc.401(k)

BLUE BOTTLE COFFEE, INC. 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

Blue Bottle Coffee, Inc. reported $82,380 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.40% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 3,551st-largest of 9,483 plans among California employers on file, and the 295th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$20,628,217
Participants with balances2,977
Active participants1,100
Employer contributions—
Employee contributions$3,378,975
Employer contribution per active participant—
Average account balance$6,929
Benefits paid to participants$2,209,893
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 2,977 accts
2023$16.9M · 2,648 accts · $803 emplr
2022$12.2M · 2,211 accts · $228 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,380
Total administrative$82,380
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$54,553
FORUSALL ADVISORS LLC · Contract administrator · Investment advisory (plan)$27,827

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,380 · 0.44%
2023$59,602 · 0.41%
2022$48,666 · 0.40%
Same employer
Similar plansAccommodation & Food Services · California
Ayres Management L.P. CA$22.9M · 0.02%
Kings Seafood Company, LLC CA$22.2M · 0.94%
Busch Group, LLC CA$21.8M · 0.29%
Ayres Group CA$19.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460805567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.