How big is A Change in Trajectory Inc.'s plan?

A Change in Trajectory Inc.'s plan reported $698K in assets and 251 participants for 2024.

Original filing (PDF)20250721141652NAL0004042962001

A Change in Trajectory Inc.

Name: A Change in Trajectory Inc. — A Change in Trajectory, Form 5500 (2024)
Creator: A Change in Trajectory Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A Change in Trajectory Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · A Change in Trajectory Inc.'s A Change in Trajectory Inc. 401(k) Profit Sharing Plan & Trust held $698K in plan assets for 251 participants in 2024.

Signals · 1

No auditor on file

Active participants

251

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

People on this filing

Edward Rojas signed A Change in Trajectory Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

A Change in Trajectory Inc.'s EIN is 27-0678094.

EIN 27-0678094

Plan number 001

Plan year 2024

ACK ID 20250721141652NAL0004042962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A Change in Trajectory Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score