Plan Ledger DOL Form 5500 · updated monthly

West Side Db LLC dba Dutch Bros Coffee401(k)

WESTSIDE DB LLC 401(K) PLAN · PEORIA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

West Side Db LLC dba Dutch Bros Coffee reported $15,473 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $99 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 2 years on file its reported administrative ratio fell from 1.38% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (1,062nd of 1,285), and 1,448th of 2,240 in accommodation & food services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 115 to 1,020 since 2022.

Plan summary
Net assets, end of year$1,996,746
Participants with balances115
Active participants1,020
Employer contributions$100,952
Employee contributions$186,038
Employer contribution per active participant$99
Average account balance$17,363
Benefits paid to participants$59,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 115 accts · $101K emplr
2023$1.5M · 103 accts · $94K emplr
2022$1.2M · 113 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,437
Investment management$36
Total administrative$15,473
The West Side Db LLC dba Dutch Bros Coffee 401(k) match · 2024
Employer contribution per active participant$99
Median for plans this size$1,313
2024$99 per active participant
2023$128 per active participant
2022$679 per active participant

West Side Db LLC dba Dutch Bros Coffee's 2024 employer contribution ran below the $1,313 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.

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 · 20241
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$15,437

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

Administrative cost history3
2024$15,473 · 0.87%
2023$11,973 · 0.89%
2022$18,544 · 1.38%
Similar plansAccommodation & Food Services · Arizona
Dias Management Inc. AZ$2.5M · 2.25%
Barnett Management Co AZ$2.4M · 1.40%
Square One Concepts, Inc. AZ$1.8M · 2.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463562666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.