# Community Change DC Plan
Source: https://planprovider.pro/companies/community-change-plan

> Community Change's DC plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Change

- **Sponsor EIN:** 520888113

- **Sponsor Address:** PO BOX 5685, FREDERICKSBURG, VA, 22403

- **Plan Type:** DC

- **Total Participants:** 103

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|103|$18.1M|$1.2M|$1.2M|

| 2023|126|$15.7M|$1.2M|$1.3M|

| 2022|122|$11.9M|$982,261|$1.1M|

## 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|

| GELMAN, ROSENBERG & FREEDMAN, PC|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|$52,909|$33,894|$19,015|—|—|

| 2023|$43,910|$25,572|$18,338|—|—|

| 2022|$40,374|$22,682|$17,692|—|—|

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