The Capital Corps Llc 401(k) Plan: Login, Facts & Contact Information

The Capital Corps Llc 401(k) Plan Facts

Plan name
THE CHANGE COMPANY CDFI LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE CHANGE COMPANY CDFI LLC · formerly The Capital Corps Llc
Participants
677 (378 active employees)
Former employees with a balance
166
Plan assets
$32,408,644 at Dec 31, 2024
Average account balance
$63,052 across 514 accounts
Employer contributions
$877,602 in plan year 2024 (21% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.16 million went into the plan in contributions, $877,602 of it from the employer (21%).
  • $4.71 million was paid out to participants.
  • Investment and other income added $3.59 million.
  • Administrative expenses were $61,249, about $119 per account.

How the The Capital Corps Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019410$10.1 million$759,473
2020675$17.1 million$1.27 million$1.94 million
2021808$26.8 million$1.65 million$1.92 million
2022939$26.6 million$1.60 million$4.77 million
2023794$29.4 million$1.08 million$7.24 million
2024677$32.4 million$877,602$4.71 million

The Capital Corps Llc 401(k) Contact Information

Phone
949-514-6605
Mailing address
175 N. RIVERVIEW DRIVE, SUITE B, ANAHEIM CA 92808
Plan sponsor
THE CHANGE COMPANY CDFI LLC
Employer identification number (EIN)
20-1938893
Plan number
001

Questions about the The Capital Corps Llc 401(k)

Does The Capital Corps Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $877,602, 21% of all contributions.

Does the The Capital Corps Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Capital Corps Llc 401(k) plan?

677 participants at the start of plan year 2024, 378 of them active employees, and 166 former employees who still had money in the plan.

What is the average 401(k) balance at The Capital Corps Llc?

About $63,052 per account: $32.4 million in plan assets across 514 accounts with a balance at the end of plan year 2024.

Who manages the The Capital Corps Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Capital Corps Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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