Original filing (PDF)20240813094302NAL0010433889001

Change Finance, PBC

Name: Change Finance, PBC — Change Finance, PBC Retirement, Form 5500 (2023)
Creator: Change Finance, PBC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Change Finance, PBC Retirement Plan

401(k) retirement plan · Change Finance, PBC's Change Finance, PBC Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Change Finance, PBC's EIN is 81-3050900.

EIN 81-3050900

Plan number 001

Plan year 2023

ACK ID 20240813094302NAL0010433889001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Change Finance, PBC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCE, PBC.

Finding similar companies…

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score