form5500lookup

Form 5500 · Retirement plan · BOSTON, MA

CAFFE NERO AMERICAS INC.

The filing calls this plan CAFFE NERO AMERICAS 401(K) PLAN.

CAFFE NERO AMERICAS INC. of BOSTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3749140 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
400
Contracts on file
1
Contract value
$14,762
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The contracts held $14,762 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC413December$14,762$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COMPASS 360, LLC
EIN 81-1939215
COMPASS 360, LLC
Recordkeeping and information management · EIN 81-1939215
$41,170
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Recordkeeping and information management · EIN 13-3689044
$27,637
paid directly by the plan
COMMONWEALTH FINANCIAL NETWORK
INVESTMENT ADVISORY-PLAN · EIN 04-2675571
$13,960
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$3,169,169
Paid out in benefits
$307,634
Participants at the start of the year
400
Participants with account balances
413

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 81-1939215
COMPASS 360, LLC
Independent accountantEIN 33-4144829
COHNREZNICK LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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