How big is Bird Rock Coffee Roasters, Inc.'s plan?

Bird Rock Coffee Roasters, Inc.'s plan reported $223K in assets and 135 participants for 2023.

Original filing (PDF)20241009130303NAL0037029698001

Bird Rock Coffee Roasters, Inc.

Name: Bird Rock Coffee Roasters, Inc. — Bird Rock Coffee, Form 5500 (2023)
Creator: Bird Rock Coffee Roasters, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bird Rock Coffee Roasters, Inc. 401(k) Plan

401(k) retirement plan · Bird Rock Coffee Roasters, Inc.'s Bird Rock Coffee Roasters, Inc. 401(k) Plan held $223K in plan assets for 135 participants in 2023.

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

Bird Rock Coffee Roasters, Inc.'s EIN is 36-4578527.

EIN 36-4578527

Plan number 001

Plan year 2023

ACK ID 20241009130303NAL0037029698001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bird Rock Coffee Roasters, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bird Rock Coffee Roasters, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score