JOEY Seifner signed Convo Communications LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Convo Communications LLC's EIN is 26-4751776.
Download the official 2024 Form 5500 (PDF) for Convo Communications LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Convo Communications LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | OTHER SERVICES | $0 | — |
| SBHU LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index MUTUAL FUND | Common Collective Trusts | — | — | $795K | 13.4% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $522K | 8.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $488K | 8.2% | |
| Fid LC Gr Index Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $297K | 5.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $244K | 4.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $225K | 3.8% | |
| Principal Life Tm 2050 Pooled Separate Accounts 153651 Principal Life Tm 2055 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $225K | 3.8% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $213K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $176K | 3.0% | |
| American Funds NewPrsp R6 Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $156K | 2.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $154K | 2.6% | |
| Fid LC Val Index Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $142K | 2.4% | |
| Am Fds EuroPacific Grth R6 Fd Pooled Separate Accounts | Pooled Separate Accounts | — | — | $132K | 2.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $131K | 2.2% | |
| American Century SC Gr R6 Fd Pooled Separate Accounts | Pooled Separate Accounts | — | — | $130K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $127K | 2.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $113K | 1.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $112K | 1.9% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $103K | 1.7% | |
| Principal Diversified Income POOLED SEPARATE ACCOUNTS | Pooled Separate Accounts | — | — | $98K | 1.7% | |
| PRIN DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $98K | 1.7% | |
| JPMorgan Mid Cap Growth Fund MUTUAL FUND | Other securities | — | — | $83K | 1.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $55K | 0.9% | |
| MATURITY OF LESS THAN FIVE YEARS, SECURED BY PARTICIPANT ACCOUNT BALANCE, WITH INTEREST RATES * Participant Loans FROM 4.25% TO 9.50% - | Bonds / Notes | — | — | $45K | 0.7% | |
| PIMCO Income Institutional Fd Pooled Separate Accounts | Pooled Separate Accounts | — | — | $35K | 0.6% | |
| American Century Short Duration Inflation Protection Bond Fund MUTUAL FUND | Other securities | — | — | $22K | 0.4% | |
| DFA US Targeted Value I Fund Pooled Separate Accounts | Pooled Separate Accounts | — | — | $18K | 0.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $17K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $16K | 0.3% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $8K | 0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Schwab Fund US Lrg Cmp Indx Fd Pooled Separate Accounts | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Schwab Fundamental US Large Company Index Fund MUTUAL FUND | Common Collective Trusts | — | — | $5K | <0.1% | |
| American Funds New World R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| A party-in-interest as defined by ERISA. ** In accordance with 29 CFR 2520.103-11, cost information for participant directed investments has been omitted. | Other securities | — | — | $3K | <0.1% | |
| Am Funds Con Gr and In Port R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| American Funds Conservative Growth and Income Portfolio MUTUAL FUND | Mutual Funds | — | — | $2K | <0.1% | |
| Am Funds Grwth and Inc Port R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| American Funds Growth and Income Portfolio MUTUAL FUND | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $60 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $30 | <0.1% |
