What public Form 5500 filings show about the Convo Communications LLC 401(k) plan — and how to find and check your own account.
Convo Communications LLC (EIN 26-4751776) reports CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $5.9M in plan assets across 357 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 Convo Communications LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Convo Communications LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, SBHU LIFE AGENCY, WILSHIRE ADVISORS, VOYA RETIREMENT INSURANCE AND ANNUI, ALLIANCE BENEFIT GROUP OF HOUSTON.
