Andrew Chabolla signed The Change Company CDFI LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Change Company CDFI LLC's EIN is 20-1938893.
Download the official 2024 Form 5500 (PDF) for The Change Company CDFI LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Change Company CDFI LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $3.8M | 11.8% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.5M | 10.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.6M | 8.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.3M | 7.2% | |
| BlackRock ISHARES S&P 500 INDEX K FUND N/R | Common Collective Trusts | — | — | $2.2M | 6.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.1M | 6.4% | |
| Fully Benefit-Responsive Investment Contract * Principal Life Insurance Company Prin Fixed Inc Guar Option N/R | Common Stocks | — | — | $2.0M | 6.1% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd N/R | Other securities | — | — | $1.9M | 5.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.5M | 4.5% | |
| Vanguard Group Vanguard Tl Stk Mkt Idx Adm Fd N/R | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.1M | 3.3% | |
| Fidelity Investments Fidelity Mid Cp Index Fund N/R | Common Collective Trusts | — | — | $931K | 2.9% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | Bonds / Notes | — | — | $808K | 2.5% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $636K | 2.0% | |
| Columbia Funds Columbia Contra Core I3 Fund N/R | Other securities | — | — | $609K | 1.9% | |
| Fidelity Investments Fidelity Sm Cap Index Fund N/R | Common Collective Trusts | — | — | $568K | 1.8% | |
| American Fund Am FdCap Wld Gth and In R6 Fnd N/R | Mutual Funds | — | — | $543K | 1.7% | |
| StateStreet Global Advisors State Street Ag Bond Index K N/R | Common Stocks | — | — | $486K | 1.5% | |
| MFS Investment Management MFS Value R6 Fund N/R | Mutual Funds | — | — | $485K | 1.5% | |
| MainStay Funds MnSy McKy Hi Yd Crp Bd R6 Fd N/R | Other securities | — | — | $480K | 1.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $477K | 1.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $328K | 1.0% | |
| Hartford Mutual Funds HARTFORD SCHRODER INTL STK N/R | Other securities | — | — | $272K | 0.8% | |
| Vanguard Group Vanguard RE Index Adm Fund N/R | Mutual Funds | — | — | $229K | 0.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $219K | 0.7% | |
| Fidelity Investments Fidelity International Idx Fd N/R | Common Collective Trusts | — | — | $210K | 0.6% | |
| Vanguard Group Vgd LifeStrategy Growth Inv Fd N/R | Mutual Funds | — | — | $190K | 0.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $169K | 0.5% | |
| PIMCO Funds PIMCO Real Return Instl Fund N/R | Mutual Funds | — | — | $160K | 0.5% | |
| Retirement R6 Fund American Funds American Funds 2060 Target Date N/R 570 Retirement R6 Fund BlackRock Global Alloc K Fd N/R | Mutual Funds | — | — | $66K | 0.2% | |
| (E) | Other securities | — | $66K | $54K | 0.2% | |
| SDR JP Morgan Funds JP Morgan Govt Bond R6 Fund N/R | U.S. Treasuries | — | — | $54K | 0.2% | |
| Vanguard Group Vgd LifeStrat Cnsrv Gr Inv Fd N/R | Mutual Funds | — | — | $41K | 0.1% | |
| Vanguard Group Vgd LifeStrategy Mod Gr Inv Fd N/R | Mutual Funds | — | — | $36K | 0.1% | |
| (E) | Other securities | — | — | $35K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $35K | 0.1% | |
| Retirement R6 Fund American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $3K | <0.1% |
