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CHANGE INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF CHANGE INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014084606NAL0003407328001
CHANGE INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF CHANGE INC.
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
161
Accounts w/ balance
92
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHANGE INC.
.
Find decision makers
Plan sponsor
Name
CHANGE INC.
EIN
41-0906127
Address
381 ROBIE ST E · SAINT PAUL, MN · 551072415
Phone
(612) 462-5889
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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