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Original filing (PDF)20250827122026NAL0009367233001
CONVIVA INC.
Form 5500
FILING_RECEIVED
CONVIVA RETIREMENT PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
225
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVIVA INC..
Plan sponsor
Name
CONVIVA INC.
EIN
20-4396985
Address
989 E HILLSDALE BLVD · FOSTER CITY, CA · 94404
Phone
(650) 401-8282
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $58K | — |
Investments
32 direct securities · 1 pooled fund· $20.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.8M
32 holdings
Common Collective Trust
$847K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $3.8M | 18.4% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2050 Fund | — | — | — | $2.2M | 10.6% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2045 Fund | — | — | — | $1.9M | 9.1% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2040 Fund | — | — | — | $1.6M | 7.9% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2035 Fund | — | — | — | $1.3M | 6.4% | |
| Fidelity Management Trust Company Fidelity Extended Market Index Fund | — | — | — | $1.3M | 6.3% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2055 Fund | — | — | — | $1.3M | 6.2% | |
| Federated Hermes Federated Hermes MDT Small Cap Growth R6 | — | — | — | $1.3M | 6.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $847K | 4.1% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $641K | 3.1% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2060 Fund | — | — | — | $567K | 2.7% | |
| Fidelity Management Trust Company Fidelity Small Cap Value Fund | — | — | — | $495K | 2.4% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2025 Fund | — | — | — | $483K | 2.3% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | — | — | — | $456K | 2.2% | |
| HTFD The Hartford Dividend and Growth Fund Class R6 | — | — | — | $424K | 2.0% | |
| Janus Henderson Janus Enterprise | — | — | — | $272K | 1.3% | |
| MFS Investment Management MFS Mid Cap Value Fund R6 | — | — | — | $231K | 1.1% | |
| Janus Henderson Janus Triton Fund N | — | — | — | $227K | 1.1% | |
| Cohen & Steers C&S Real Estate | — | — | — | $208K | 1.0% | |
| AllianceBernstein AB Sustainable Global Thematic Fund Class I | — | — | — | $193K | 0.9% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2030 Fund | — | — | — | $161K | 0.8% | |
| JP Morgan JP Morgan Core Plus Bond Fund R6 | — | — | — | $157K | 0.8% | |
| maturing through 2033 -0- | — | — | — | $153K | 0.7% | |
| Columbia Management Investment Advisers, LLC Columbia Global Technology Growth Fund Institutional 2 Class. | — | — | — | $141K | 0.7% | |
| BlackRock Black Rock High Yield Bond Institutional Fund | — | — | — | $71K | 0.3% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2065 Fund | — | — | — | $62K | 0.3% | |
| Fidelity Management Trust Company Fidelity Target Retirement 2020 Fund | — | — | — | $52K | 0.2% | |
| Fidelity Management Trust Company Fidelity Diversified International | — | — | — | $33K | 0.2% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | — | — | — | $29K | 0.1% | |
| American Funds AF New World R6 | — | — | — | $25K | 0.1% | |
| PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class. | — | — | — | $15K | <0.1% | |
| Fidelity Management Trust Company Fidelity Emerging Markets | — | — | — | $12K | <0.1% | |
| Nationwide Mutual Funds Nationwide Amundi Strategic Income Fund Institutional Service Class | — | — | — | $4K | <0.1% |