How big is Coldwell Solar, Inc.'s plan?

Coldwell Solar, Inc.'s plan reported $3.3M in assets and 45 participants for 2024.

Original filing (PDF)20250603084746NAL0018171360001

Coldwell Solar, Inc.

Name: Coldwell Solar, Inc. — Coldwell Solar, Inc. 401(k), Form 5500 (2024)
Creator: Coldwell Solar, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coldwell Solar, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Coldwell Solar, Inc.'s Coldwell Solar, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Wendi Newton signed Coldwell Solar, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Coldwell Solar, Inc.'s EIN is 27-4992475.

EIN 27-4992475

Plan number 001

Plan year 2024

ACK ID 20250603084746NAL0018171360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coldwell Solar, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coldwell Solar, Inc.'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 COLDWELL SOLAR, INC..

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Plan health score

Above-average plan

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