# Colorofchange.Org 401(k) Plan
Source: https://planprovider.pro/companies/colorofchange-org-401k-plan

> Colorofchange.Org's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colorofchange.Org

- **Sponsor EIN:** 204496889

- **Sponsor Address:** 1714 FRANKLIN STREET, SUITE 100-136, OAKLAND, CA, 94612

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

- **Total Participants:** 51

- **Total Assets:** $5.9M

## 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:** Yes

## Plan Financials by Year

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

| 2024|51|$5.9M|$205,143|$358,998|

| 2023|70|$5.4M|$342,679|$578,546|

| 2022|156|$4.8M|$434,766|$779,784|

## 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|

| ROYAL ALLIANCE ASSOCIATES|FINANCIAL ADVISOR|$27,992|—|$27,992|

| RETIREMENT PLAN CONSULTANTS, LLC|RECORDKEEPER|$20,683|—|$20,683|

| COHNREZNICK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COHNREZNICK](https://planprovider.pro/provider/goldman-sachs) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,675

- **Estimated Expense Ratio:** 0.819% of plan assets

### 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|$57,807|$32,558|—|—|—|

| 2023|$52,723|$26,179|$1,623|—|—|

| 2022|$39,865|$22,089|$17,776|—|—|

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