Original filing (PDF)20250506093154NAL0009095201001

ROOK COFFEE ROASTERS LLC

Name: ROOK COFFEE ROASTERS LLC — ROOK COFFEE ROASTERS 401(K) PLAN, Form 5500 (2024)
Creator: ROOK COFFEE ROASTERS LLC

Form 5500-SF

FILING_RECEIVED

ROOK COFFEE ROASTERS 401(K) PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOK COFFEE ROASTERS LLC.

Plan sponsor

Name

ROOK COFFEE ROASTERS LLC

EIN

27-5444101

Address

2 3RD AVE · LONG BRANCH, NJ · 07740

Phone

(732) 804-1715

Industry

Wholesale Tradesee 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

2025-05-06

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CROWN PACIFIC FINE FOODS, INC.

CROWN PACIFIC FINE FOODS 401(K) PLAN

$1.8M · 31 participants

GREEN SOURCE ORGANICS, INC.

GREEN SOURCE ORGANICS, INC. 401(K) PROFIT SHARING PLAN

$1.8M · 6 participants

LITTLETON CONSUMER COOPERATIVE SOCIETY INCORPORATED

LITTLETON FOOD CO-OP 401(K)

$1.8M · 87 participants

LAYMAN CANDY COMPANY, INC.

LAYMAN CANDY COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.8M · 188 participants

CROSS ISLAND PROVISION INC

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 32% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.