Plan Snapshot
- Plan Sponsor: Change, Incorporated
- Sponsor EIN: 550629135
- Sponsor Address: 3158 WEST ST, WEIRTON, WV, 260624637
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $7.4M | $225,974 | $533,427 |
| 2023 | 200 | $5.9M | $185,647 | $419,008 |
| 2022 | 197 | $4.9M | $176,494 | $380,053 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GOFF BACKA ALFERA & COMPANY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,317 | — | — | — | — |
| 2023 | $797 | — | — | — | — |
| 2022 | $867 | — | — | — | — |