How big is Convergepoint, Inc.'s plan?

Convergepoint, Inc.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250617203418NAL0001098755001

Convergepoint, Inc.

Name: Convergepoint, Inc. — Convergepoint Cash Balance, Form 5500 (2024)
Creator: Convergepoint, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convergepoint Cash Balance Plan

Defined-benefit pension plan · Convergepoint, Inc.'s Convergepoint Cash Balance Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Convergepoint, Inc.'s EIN is 01-0690491.

EIN 01-0690491

Plan number 002

Plan year 2024

ACK ID 20250617203418NAL0001098755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convergepoint, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convergepoint, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score