· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHANGE FINANCE, PBC — CHANGE FINANCE, PBC RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240813094302NAL0010433889001
CHANGE FINANCE, PBC
Form 5500-SF
FILING_RECEIVED
CHANGE FINANCE, PBC RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHANGE FINANCE, PBC
.
Find decision makers
Plan sponsor
Name
CHANGE FINANCE, PBC
EIN
81-3050900
Address
705 GRAND VIEW DR · ALEXANDRIA, VA · 22305
Phone
(978) 930-4673
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-07-31
Filed
2024-08-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CADEN CAPITAL PARTNERS LP
CADEN CAPITAL PARTNERS LP 401(K) PLAN
$0
ROBERT J. GRONSKI
ROBERT J. GRONSKI DEFINED BENEFIT PLAN
$0
DGS CAPITAL MANAGEMENT, LLC
DGS CAPITAL MANAGEMENT, LLC 401(K) PLAN
$0
HALLSTATT ADVISERS LP
HALLSTATT ADVISERS LP 401K
$0
ROBERT J. GRONSKI
ROBERT J. GRONSKI 401(K) PROFIT SHARING PLAN
$0
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ARCHIMED
ARCHIMED 401(K) PLAN
$0
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
