# Change Up, LLC 401(k) Plan
Source: https://planprovider.pro/companies/change-up-llc-401k-plan

> Change Up, LLC's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Change Up, LLC

- **Sponsor EIN:** 471459813

- **Sponsor Address:** 2056 BYERS RD, MIAMISBURG, OH, 45342

- **Plan Type:** 401(k)

- **Total Participants:** 153

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|153|$5.6M|$353,136|$1.0M|

| 2023|151|$3.7M|$218,617|$886,116|

| 2022|149|$2.2M|$114,620|$720,667|

## 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|

| BARNES, DENNIG & CO., LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARNES, DENNIG & CO., LTD.](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## 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|$5,377|$3,589|—|—|—|

| 2023|$3,497|$2,197|—|—|—|

| 2022|—|—|—|—|—|

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