Plan Ledger DOL Form 5500 · updated monthly

Treasure Valley Coffee, Inc.401(k)

TREASURE VALLEY COFFEE, INC. 401(K) PLAN · BOISE, ID · plan year 2022

Reported admin expense ratio · 2022
0.90%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Treasure Valley Coffee, Inc. reported $34,221 in plan administrative expenses for 2022: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $940 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Idaho (254th of 349), and 11,936th of 13,661 in manufacturing. In 2022, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,651,291
Participants with balances98
Active participants176
Employer contributions$165,384
Employee contributions$279,416
Employer contribution per active participant$940
Average account balance$37,258
Benefits paid to participants$152,082
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON BROS. CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,221
Total administrative$34,221
The Treasure Valley Coffee, Inc. 401(k) match · 2022
Employer contribution per active participant$940
Median for plans this size$1,114

Treasure Valley Coffee, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,221 · 0.90%
Same employer
Similar plansManufacturing · Idaho
Coeur Dalene Paving, Inc. ID$4.9M · 1.33%
Fresca Mexican Foods, LLC ID$4.7M · 1.26%
Independent Meat Company ID$4.5M · 0.72%
Sunshine Minting, Inc. ID$3.4M · 0.90%
Ljd Holdings Inc ID$3.3M · 0.06%
Unicep Packaging, LLC ID$3.2M · 0.09%
Inteframe Components, LLC ID$2.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820437447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.