How big is COEO Solutions LLC's plan?

COEO Solutions LLC's plan reported $1.4M in assets and 29 participants for 2024.

Original filing (PDF)20250627164015NAL0014029936001

COEO Solutions LLC

Name: COEO Solutions LLC — COEO Solutions 401(k) Plan, Form 5500 (2024)
Creator: COEO Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COEO Solutions 401(k) Plan

401(k) retirement plan · COEO Solutions LLC's COEO Solutions 401(k) Plan held $1.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

John Ansay signed COEO Solutions LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

COEO Solutions LLC's EIN is 47-1002019.

EIN 47-1002019

Plan number 001

Plan year 2024

ACK ID 20250627164015NAL0014029936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COEO Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COEO Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COEO SOLUTIONS LLC.

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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

Knocking points off