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Original filing (PDF)20251009154235NAL0004052819001
JVA, INC.
Form 5500
FILING_RECEIVED
JVA, INC. EMPLOYEES' STOCK BONUS PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
212
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JVA, INC..
Plan sponsor
Name
JVA, INC.
EIN
84-0638689
Address
1319 SPRUCE STREET · BOULDER, CO · 803024850
Phone
(303) 444-1951
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2I · Stock bonus
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
RUBIN BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBIN BROWN | 43-0765316 | — | NA | $63K | — |
| CONSTRUCTION ECONOMICS, LLC | — | LAKEWOOD, CO | NA | $22K | — |
| MILLIMAN, INC. | 91-0675641 | — | NA | $16K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.