How big is JVA, Inc.'s plan?

JVA, Inc.'s plan reported $22.8M in assets and 134 participants for 2024.

Original filing (PDF)20251001111413NAL0014168048001

JVA, Inc.

Name: JVA, Inc. — JVA, Inc. Profit-Sharing Plan and Trust, Form 5500 (2024)
Creator: JVA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JVA, Inc. Profit-Sharing Plan and Trust

401(k) retirement plan · JVA, Inc.'s JVA, Inc. Profit-Sharing Plan and Trust held $22.8M in plan assets for 134 participants in 2024, with Empower as recordkeeper.

Active participants

134

Accounts w/ balance

167

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

Plan identifiers

JVA, Inc.'s EIN is 84-0638689.

EIN 84-0638689

Plan number 001

Plan year 2024

ACK ID 20251001111413NAL0014168048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JVA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JVA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

JVA, INC.

EIN

all filings

Address

1319 SPRUCE STREET · BOULDER, CO · 803024850

Phone

(303) 444-1951

Industry

Engineering Services· Professional & Technical Services

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	DALLAS, TX	RECORDKEEPER	$74K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES, INC

Investments

34 direct securities · 1 pooled fund· $22.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$20.7M

23 holdings

Other securities

$1.0M

7 holdings

Guaranteed Income / GIC

$612K

1 holding

Common Collective Trusts

$438K

3 holdings

Common Collective Trust

$172K

1 holding

					% of plan
Fidelity 500 Index	Mutual Funds	—	—	$4.4M	19.1%
American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.9M	8.3%
American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.8M	7.9%
American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.5M	6.7%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.5M	6.4%
American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.3M	5.7%
Fidelity Small Cap Index	Mutual Funds	—	—	$1.3M	5.6%
American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.0M	4.4%
Putnam Large Cap Growth Fund Class R-6	Mutual Funds	—	—	$818K	3.6%
American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$799K	3.5%
American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$780K	3.4%
Invesco Global Fund Class R-6	Mutual Funds	—	—	$616K	2.7%
* Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund	Guaranteed Income / GIC	—	—	$612K	2.7%
American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$526K	2.3%
Nuveen Dividend Growth Fund Class R-6	Mutual Funds	—	—	$393K	1.7%
Fidelity International Index	Mutual Funds	—	—	$366K	1.6%
American Funds Washington Mutual Fund Class R-6	Mutual Funds	—	—	$340K	1.5%
Putnam Small Cap Growth Fund Class R-6	Mutual Funds	—	—	$293K	1.3%
American Funds Europacific Growth Fund Class R-6	Mutual Funds	—	—	$288K	1.3%
Empower Multi-sector Bond Institutional Class	Other securities	—	—	$266K	1.2%
Putnam Income Class R-6	Mutual Funds	—	—	$252K	1.1%
American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$252K	1.1%
AB Discovery Growth Fund Class Z	Other securities	—	—	$245K	1.1%
JP Morgan Mid Cap Value Fund Class R-6	Other securities	—	—	$236K	1.0%
Empower Bond Index Fund Institutional Class	Common Collective Trusts	—	—	$205K	0.9%
American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$177K	0.8%
Putnam Common/collective trust	Common Collective Trusts	—	—	$172K	0.8%
PUTMAN LARGE CAP VALUE TRUST I PUTMAN INVESTMENTS CIT · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$172K	0.8%
UM Funds Undiscovered Managers Behavioral Value Fund Class R-6	Other securities	—	—	$118K	0.5%
Empower High Yield Bond Institutional Class	Other securities	—	—	$111K	0.5%
Pimco Real Return Fund Institutional Class	Mutual Funds	—	—	$98K	0.4%
Putnam International Equity R-6	Mutual Funds	—	—	$66K	0.3%
Putnam Global Income Trust Fund Class R-6	Common Collective Trusts	—	—	$61K	0.3%
through August 2029	Other securities	—	—	$54K	0.2%
Columbia Real Estate Equity Fund	Other securities	—	—	$12K	<0.1%