Original filing (PDF)20250503132913NAL0005711569001

MAKE THE CHANGE LLC

Name: MAKE THE CHANGE LLC — MAKE THE CHANGE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MAKE THE CHANGE LLC

Form 5500-SF

FILING_RECEIVED

MAKE THE CHANGE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26

Net assets (EOY)

$26

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKE THE CHANGE LLC.

Plan sponsor

Name

MAKE THE CHANGE LLC

EIN

84-4426018

Address

136 GREENBRIAR DR · KYLE, TX · 78640

Phone

(228) 447-7478

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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