Original filing (PDF)20250409165143NAL0031006944001

NELSON MYERS, LLC DBA MODERN COFFEE

Name: NELSON MYERS, LLC DBA MODERN COFFEE — MODERN COFFEE 401(K), Form 5500 (2024)
Creator: NELSON MYERS, LLC DBA MODERN COFFEE

Form 5500-SF

FILING_RECEIVED

MODERN COFFEE 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON MYERS, LLC DBA MODERN COFFEE.

Plan sponsor

Name

NELSON MYERS, LLC DBA MODERN COFFEE

EIN

01-0929777

Address

411 13TH ST. · OAKLAND, CA · 94612

Phone

(408) 345-2890

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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