Back to filter
Original filing (PDF)20251013170257NAL0001748977001
PROCESS4CHANGE LLC
Form 5500-SF
FILING_RECEIVED
PROCESS4CHANGE LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCESS4CHANGE LLC.
Plan sponsor
Name
PROCESS4CHANGE LLC
EIN
81-1013286
Address
1005 BUENA VISTA DRIVE · FRANKLIN, TN · 37069
Phone
(615) 200-7711
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providersRelated plans
Similar-size Finance & Insurance plans
TOTAL-APPS
TOTAL-APPS 401K PLAN
$1.3M · 3 participants
GLAS AMERICAS LLC
GLAS AMERICAS LLC 401(K) PLAN
$1.4M · 43 participants
SECURITY MORTGAGE GROUP LLC
SECURITY MORTGAGE GROUP LLC
$1.4M · 5 participants
WATERFALL BANK
WATERFALL BANK
$1.3M · 33 participants
FINPAY, LLC
FINPAY RETIREMENT PLAN
$1.3M · 43 participants
SMART PAYMENT PLAN LLC
SMART PAYMENT PLAN 401K PLAN
$1.3M · 95 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B