How big is COHO Climate Advisors LLC's plan?

COHO Climate Advisors LLC's plan reported $3.3M in assets and 52 participants for 2023.

Original filing (PDF)20240705113018NAL0005777123001

COHO Climate Advisors LLC

Name: COHO Climate Advisors LLC — Customerfirst Renewables, Form 5500 (2023)
Creator: COHO Climate Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customerfirst Renewables LLC 401(k) Plan

401(k) retirement plan · COHO Climate Advisors LLC's Customerfirst Renewables LLC 401(k) Plan held $3.3M in plan assets for 52 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Curtis ZANG signed COHO Climate Advisors LLC's 2023 Form 5500 as plan administrator.

Curtis ZANG — 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

COHO Climate Advisors LLC's EIN is 27-3236571.

EIN 27-3236571

Plan number 001

Plan year 2023

ACK ID 20240705113018NAL0005777123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for COHO Climate Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

COHO Climate Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHO CLIMATE ADVISORS 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