How big is Convergence CPA Group, LLC's plan?

Convergence CPA Group, LLC's plan reported $1.0M in assets and 9 participants for 2025.

Original filing (PDF)20260416142855NAL0012458451001

Convergence CPA Group, LLC

Name: Convergence CPA Group, LLC — Convergence CPA Group, Form 5500 (2025)
Creator: Convergence CPA Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convergence CPA Group, LLC Retirement Plan

401(k) retirement plan · Convergence CPA Group, LLC's Convergence CPA Group, LLC Retirement Plan held $1.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Convergence CPA Group, LLC's EIN is 27-1058337.

EIN 27-1058337

Plan number 001

Plan year 2025

ACK ID 20260416142855NAL0012458451001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Convergence CPA Group, 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 CONVERGENCE CPA GROUP, 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