Original filing (PDF)20250620104403NAL0009556658001

AERIS CAMPI HOLDINGS LLC DBA CBA COPPERFIELD

Name: AERIS CAMPI HOLDINGS LLC DBA CBA COPPERFIELD — CBA COPPERFIELD 401(K) PLAN, Form 5500 (2024)
Creator: AERIS CAMPI HOLDINGS LLC DBA CBA COPPERFIELD

Form 5500-SF

FILING_RECEIVED

CBA COPPERFIELD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AERIS CAMPI HOLDINGS LLC DBA CBA COPPERFIELD.

Plan sponsor

Name

AERIS CAMPI HOLDINGS LLC DBA CBA COPPERFIELD

EIN

82-5349975all filings

Address

17320 FM 529 · HOUSTON, TX · 77095

Phone

(281) 855-0300

Industry

Other Services (ex. Public Admin)see all

Plan administrator