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Converse Financial Advisory, Inc. 401(k) Plan

What public Form 5500 filings show about the Converse Financial Advisory, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$2.8M
Participants
11
Plans on file
1

The Converse Financial Advisory, Inc. 401(k) on its latest Form 5500

Converse Financial Advisory, Inc. (EIN 33-1212257) reports CONVERSE FINANCIAL ADVISORY, INC. PROFIT SHARING/401(K) PLAN AND TRUST on its most recent Form 5500, with $2.8M in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Converse Financial Advisory, Inc. filing — schedules, fees, and providers.

Who runs the Converse Financial Advisory, Inc. 401(k)?

Converse Financial Advisory, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Converse Financial Advisory, Inc.HR for the recordkeeper’s name and login.

How to check your Converse Financial Advisory, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Converse Financial Advisory, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Converse Financial Advisory, Inc. — all Form 5500 filings (EIN 33-1212257) · Kansas employer EIN lookup · Form 5500 search
Converse Financial Advisory, Inc. 401(k) Plan — Form 5500