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Original filing (PDF)20250919101648NAL0002542752001
CHANGE.ORG, INC.
Form 5500
FILING_RECEIVED
CHANGE.ORG 401K PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
193
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHANGE.ORG, INC..
Plan sponsor
Name
CHANGE.ORG, INC.
EIN
20-5603432
Address
548 MARKET STREET · SAN FRANCISCO, CA · 94104
Phone
(417) 566-9087
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
31 direct securities· $12.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.2M | 24.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 16.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.7M | 12.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 11.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $902K | 7.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $725K | 5.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $613K | 4.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $489K | 3.8% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $420K | 3.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $234K | 1.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $203K | 1.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $85K | 0.7% | |
| Calvert Equity Fund I Calvert 0 | — | — | — | $83K | 0.6% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $75K | 0.6% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $72K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $70K | 0.5% | |
| PIMCO Real Estate Real Ret Strat Instl PIMCO 0 | — | — | — | $62K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 29 American Century Small Cap Gr R6 American Century 0 | — | — | — | $62K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $53K | 0.4% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $48K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $46K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $41K | 0.3% | |
| Oakmark International Investor Oakmark 0 | — | — | — | $39K | 0.3% | |
| Principal MidCap Value I R6 Principal 0 | — | — | — | $31K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $19K | 0.1% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $17K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $17K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $13K | <0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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