How big is Coffee Reserve, LLC's plan?

Coffee Reserve, LLC's plan reported $254K in assets and 6 participants for 2024.

Original filing (PDF)20250527084206NAL0003888755001

Coffee Reserve, LLC

Name: Coffee Reserve, LLC — Coffee Reserve, LLC 401(k), Form 5500 (2024)
Creator: Coffee Reserve, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coffee Reserve, LLC 401(k) Plan

401(k) retirement plan · Coffee Reserve, LLC's Coffee Reserve, LLC 401(k) Plan held $254K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

People on this filing

GREG Jewell signed Coffee Reserve, LLC's 2024 Form 5500 as plan administrator.

GREG Jewell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coffee Reserve, LLC's EIN is 86-1021144.

EIN 86-1021144

Plan number 001

Plan year 2024

ACK ID 20250527084206NAL0003888755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

COFFEE RESERVE, LLC

EIN

all filings

Address

2030 WEST QUAIL AVENUE · PHOENIX, AZ · 85027

Phone

(480) 250-1712

Industry

Manufacturing

Plan administrator