Original filing (PDF)20251013104813NAL0000500755001

EMPORIA WHOLESALE COFFEE COMPANY

Name: EMPORIA WHOLESALE COFFEE COMPANY — EMPORIA WHOLESALE COFFEE COMPANY PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: EMPORIA WHOLESALE COFFEE COMPANY

Form 5500

FILING_RECEIVED

EMPORIA WHOLESALE COFFEE COMPANY PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

114

Accounts w/ balance

133

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EMPORIA WHOLESALE COFFEE COMPANY

EIN

48-0209630

Address

309 MERCHANT · EMPORIA, KS · 66801

Phone

(620) 343-7000

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TPP RETIREMENT PLAN SPECIALISTS	20-1301962	—	RECORDKEEPER, TPA	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS	13-2638166	—	INVESMENT ADVISOR	$18K	—

Investments

29 direct securities· $9.7M(100% of reported assets)

					% of plan
American Funds Growth Fund of Ameri Mutual Fund	Other securities	—	—	$2.1M	21.9%
Vanguard 500 Index Mutual Fund	Other securities	—	—	$1.1M	11.6%
MetLife GAC Series 25053 Stable Value Fund	Other securities	—	—	$801K	8.2%
PGIM Total Return Bond Mutual Fund	Other securities	—	—	$716K	7.4%
Vanguard US Growth Fund Mutual Fund	Other securities	—	—	$712K	7.3%
American Funds American Balanced Mutual Fund	Other securities	—	—	$566K	5.8%
American Funds New Perspective Mutual Fund	Other securities	—	—	$537K	5.5%
American Funds Europacific Growth Mutual Fund	Other securities	—	—	$336K	3.5%
American Funds Target Date 2040 Mutual Fund	Other securities	—	—	$314K	3.2%
American Funds New World Mutual Fund	Other securities	—	—	$296K	3.0%
Vanguard Mid Cap Index Mutual Fund	Other securities	—	—	$262K	2.7%
American Funds American Mutual Fund	Other securities	—	—	$253K	2.6%
American Funds Small Cap World Mutual Fund	Other securities	—	—	$245K	2.5%
American Funds Income Fund of Ameri Mutual Fund	Other securities	—	—	$242K	2.5%
Receivables Employer Contributions Receivable	Other securities	—	—	$195K	2.0%
American Funds Capital Income Build Mutual Fund	Other securities	—	—	$176K	1.8%
American Funds Target Date 2045 Mutual Fund	Other securities	—	—	$154K	1.6%
American Funds Target Date 2035 Mutual Fund	Other securities	—	—	$151K	1.6%
American Funds Target Date 2050 Mutual Fund	Other securities	—	—	$124K	1.3%
Vanguard Inflation Protected Securi Mutual Fund	Other securities	—	—	$88K	0.9%
American Funds Capital World Bond Mutual Fund	Other securities	—	—	$69K	0.7%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$66K	0.7%
American Funds Target Date 2030 Mutual Fund	Other securities	—	—	$58K	0.6%
American Funds Target Date 2065 Mutual Fund	Other securities	—	—	$57K	0.6%
American Funds Target Date 2055 Mutual Fund	Other securities	—	—	$29K	0.3%
American Funds Target Date 2060 Mutual Fund	Other securities	—	—	$12K	0.1%
American Funds Target Date 2025 Mutual Fund	Other securities	—	—	$7K	<0.1%
American Funds Target Date 2020 Mutual Fund	Other securities	—	—	$4K	<0.1%
Cohen & Steers Realty Mutual Fund	Other securities	—	—	$2K	<0.1%