How big is Convergent Retirement Plan Solutions, LLC's plan?

Convergent Retirement Plan Solutions, LLC's plan reported $656K in assets and 4 participants for 2024.

Original filing (PDF)20251006103432NAL0005863040001

Convergent Retirement Plan Solutions, LLC

Name: Convergent Retirement Plan Solutions, LLC — Form 5500 Plan 001 (2024)
Creator: Convergent Retirement Plan Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convergent Retirement Plan Solutions, LLC 401(k) Plan

401(k) retirement plan · Convergent Retirement Plan Solutions, LLC's Convergent Retirement Plan Solutions, LLC 401(k) Plan held $656K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Ben Norquist signed Convergent Retirement Plan Solutions, LLC's 2024 Form 5500 as plan administrator.

Ben Norquist — 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 Retirement Plan Solutions, LLC's EIN is 20-2956993.

EIN 20-2956993

Plan number 001

Plan year 2024

ACK ID 20251006103432NAL0005863040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convergent Retirement Plan Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convergent Retirement Plan Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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