# The Change Company Cdfi LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-change-company-cdfi-llc-401k-plan

> The Change Company Cdfi LLC's 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Change Company Cdfi LLC

- **Sponsor EIN:** 201938893

- **Sponsor Address:** 175 N. RIVERVIEW DRIVE, SUITE B, ANAHEIM, CA, 92808

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

- **Total Participants:** 378

- **Total Assets:** $32.4M

## 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|378|$32.4M|$877,602|$2.9M|

| 2023|445|$29.4M|$1.1M|$3.7M|

| 2022|544|$26.6M|$1.6M|$5.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$61,248|—|$61,248|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,248

- **Estimated Expense Ratio:** 0.189% 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|$61,249|—|$61,249|—|—|

| 2023|$59,268|—|$59,268|—|—|

| 2022|$70,884|—|$70,884|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-change-company-cdfi-llc-401k-plan)

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