Cafe Valley, Inc.401(k)
CAFE VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · PHOENIX, AZ · plan year 2025
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Cafe Valley, Inc. reported $86,400 in plan administrative expenses for 2025: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $794 per active participant. 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 3 years on file its reported administrative ratio fell from 0.87% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 450th-largest of 1,285 plans among Arizona employers on file, and 7,217th of 13,661 in manufacturing. In 2025, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 853 to 1,182 since 2022.
Cafe Valley, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Cafe Valley, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 860575165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.