The Change Company Cdfi LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Change Company Cdfi LLC (EIN 201938893)
  • Plan Type: 401(k)
  • Total Participants: 378
  • Total Assets: $32.4M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024378$32.4M$877,602$2.9M
2023445$29.4M$1.1M$3.7M
2022544$26.6M$1.6M$5.5M

Service Providers

  • BAKER TILLY US, LLP — Auditor
  • PRINCIPAL LIFE INSURANCE COMPANY — CONTRACT ADMINISTRATOR ($61,248)

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