How big is ROOK Coffee Roasters LLC's plan?

ROOK Coffee Roasters LLC's plan reported $1.8M in assets and 104 participants for 2024.

Original filing (PDF)20250506093154NAL0009095201001

ROOK Coffee Roasters LLC

Name: ROOK Coffee Roasters LLC — ROOK Coffee Roasters, Form 5500 (2024)
Creator: ROOK Coffee Roasters LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOK Coffee Roasters 401(k) Plan

401(k) retirement plan · ROOK Coffee Roasters LLC's ROOK Coffee Roasters 401(k) Plan held $1.8M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Kristin Coshow signed ROOK Coffee Roasters LLC's 2024 Form 5500 as plan administrator.

Kristin Coshow — Plan Administrator — Form 5500 signer
ROOK Coffee Roasters — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

ROOK Coffee Roasters LLC's EIN is 27-5444101.

EIN 27-5444101

Plan number 001

Plan year 2024

ACK ID 20250506093154NAL0009095201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROOK Coffee Roasters LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROOK Coffee Roasters LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score