How big is Change Matrix, LLC's plan?

Change Matrix, LLC's plan reported $1.1M in assets and 24 participants for 2023.

Original filing (PDF)20240529062210NAL0024076178001

Change Matrix, LLC

Name: Change Matrix, LLC — Change Matrix, LLC 401(k) Plan, Form 5500 (2023)
Creator: Change Matrix, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Change Matrix, LLC 401(k) Plan

401(k) retirement plan · Change Matrix, LLC's Change Matrix, LLC 401(k) Plan held $1.1M in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jennifer Ratliff signed Change Matrix, LLC's 2023 Form 5500 as plan administrator.

Jennifer Ratliff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Change Matrix, LLC's EIN is 26-4721525.

EIN 26-4721525

Plan number 001

Plan year 2023

ACK ID 20240529062210NAL0024076178001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Change Matrix, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Change Matrix, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHANGE MATRIX, LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off