Department of Labor filing

CAFE VALLEY, INC.

CAFE VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 27, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$797

Reported employer contributions per active participant.

Higher than about 19% of comparable plans

#People in the filing

1,087

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$60 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions19th percentileTypical peer $1,934 · based on 274 comparable plans

Lower reported administrative expense77th percentileTypical peer $108 · based on 278 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CAFE VALLEY, INC. reported $865,880 in employer contributions across the plan and 1,087 active participants. That works out to $797 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $865,880
Participant contributions: $1,645,936
Other contributions: $29,566
Employer share of reported contributions: 34.5%
Beginning assets: $9,563,532
Ending assets: $11,797,570
Ending net assets: $11,797,570
Ending liabilities: $0
Total income: $4,285,171
Total expenses: $2,051,133
Administrative expenses: $74,436
Participant loans: $390,610

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$787

2023

$857

2024

$797

Plan-paid administrative expenses per participant

2022

$60

2023

$55

2024

$60

Active participants

2022

853

2023

963

2024

1,087

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$797	1,087	11.8M	20250827051600NAL0018397858001
2023	$857	963	9.6M	20240816051237NAL0024045520001
2022	$787	853	6.4M	20230908074250NAL0010715891001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 860575165-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2009
Industry: Manufacturing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2024	Not reported	unknown
INVESCO	2024	Not reported	unknown
MFS FUND DISTRIBUTORS, INC.	2024	Not reported	unknown
NUVEEN INVESTMENTS	2024	Not reported	unknown
STATE STREET GLOBAL MARKETS	2024	Not reported	unknown
T. ROWE PRICE	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250827051600NAL0018397858001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗