How big is Converge Management Services' plan?

Converge Management Services' plan reported $380K in assets and 10 participants for 2024.

Original filing (PDF)20251013115009NAL0000555763001

Converge Management Services

Name: Converge Management Services — Converge Management, Form 5500 (2024)
Creator: Converge Management Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Converge Management Services 401(k) & Profit Sharing Plan

401(k) retirement plan · Converge Management Services' Converge Management Services 401(k) & Profit Sharing Plan held $380K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

Plan identifiers

Converge Management Services' EIN is 20-2121363.

EIN 20-2121363

Plan number 001

Plan year 2024

ACK ID 20251013115009NAL0000555763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Converge Management Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Converge Management Services' plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 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 (93rd percentile).

Plan sponsor

Name

CONVERGE MANAGEMENT SERVICES

EIN

all filings

Address

10431 SIEGEN LANE, SUITE 100 · BATON ROUGE, LA · 70810

Phone

(225) 757-1856

Industry

Professional & Technical Services

Plan administrator