How big is Choices & Change, LLC's plan?

Choices & Change, LLC's plan reported $334K in assets and 1 participants for 2025.

Original filing (PDF)20260428133127NAL0015196384001

Choices & Change, LLC

Name: Choices & Change, LLC — Choices & Change, LLC, Form 5500 (2025)
Creator: Choices & Change, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Choices & Change, LLC Retirement Plan

401(k) retirement plan · Choices & Change, LLC's Choices & Change, LLC Retirement Plan held $334K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Jasleen Bansal signed Choices & Change, LLC's 2025 Form 5500 as plan administrator.

Jasleen Bansal — 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

Choices & Change, LLC's EIN is 81-4812270.

EIN 81-4812270

Plan number 001

Plan year 2025

ACK ID 20260428133127NAL0015196384001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Choices & Change, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Choices & Change, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHOICES & CHANGE, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CHOICES & CHANGE, LLC

EIN

all filings

Address

480 GARRICK POINT · ALPHARETTA, GA · 30022

Phone

(770) 756-4846

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator