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Original filing (PDF)20231227151826NAL0005454307001

BOYD COFFEE COMPANY

Form 5500
FILING_RECEIVED
BOYD COFFEE COMPANY PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
75
Participation health
90
Knocking points off
  • Plan is frozen (1I) — no new benefit accrual.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOYD COFFEE COMPANY.
Plan sponsor
Name
BOYD COFFEE COMPANY
EIN
93-0127630
Address
P.O. BOX 529 · VANCOUVER, WA · 98666
Phone
(503) 666-4545
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-03-20
Filed
2023-12-27
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
ROYAL ALLIANCE93-0987232—NONE$11K—
FIRST STATE TRUST COMPANY13-3124172—NONE$2K—

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.

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