How big is Coffee by Design, Inc.'s plan?

Coffee by Design, Inc.'s plan reported $2.8M in assets and 29 participants for 2024.

Original filing (PDF)20250721130814NAL0000606947002

Coffee by Design, Inc.

Name: Coffee by Design, Inc. — Coffee by Design 401(k), Form 5500 (2024)
Creator: Coffee by Design, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coffee by Design 401(k) Plan

401(k) retirement plan · Coffee by Design, Inc.'s Coffee by Design 401(k) Plan held $2.8M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Mary Allen Lindemann signed Coffee by Design, Inc.'s 2024 Form 5500 as plan administrator.

Mary Allen Lindemann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coffee by Design, Inc.'s EIN is 01-0501412.

EIN 01-0501412

Plan number 001

Plan year 2024

ACK ID 20250721130814NAL0000606947002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coffee by Design, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coffee by Design, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COFFEE BY DESIGN, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off