How big is Convergent Performance, LLC's plan?

Convergent Performance, LLC's plan reported $1.9M in assets and 8 participants for 2025.

Original filing (PDF)20260312110151NAL0006370849005

Convergent Performance, LLC

Name: Convergent Performance, LLC — Convergent 401(k) Plan, Form 5500 (2025)
Creator: Convergent Performance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convergent 401(k) Plan

401(k) retirement plan · Convergent Performance, LLC's Convergent 401(k) Plan held $1.9M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Leslie Ross signed Convergent Performance, LLC's 2025 Form 5500 as plan administrator.

Leslie Ross — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Convergent Performance, LLC's EIN is 20-0543160.

EIN 20-0543160

Plan number 001

Plan year 2025

ACK ID 20260312110151NAL0006370849005

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Convergent Performance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Convergent Performance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CONVERGENT PERFORMANCE, LLC

EIN

all filings

Address

PO BOX 64134 · COLORADO SPRINGS, CO · 80962

Phone

(719) 481-0530

Industry

Professional & Technical Services

Plan administrator