How big is Convertiv, Inc.'s plan?

Convertiv, Inc.'s plan reported $3.2M in assets and 15 participants for 2024.

Original filing (PDF)20250417104003NAL0001160513001

Convertiv, Inc.

Name: Convertiv, Inc. — Convertiv, Inc. Retirement Trust, Form 5500 (2024)
Creator: Convertiv, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convertiv, Inc. Retirement Trust

401(k) retirement plan · Convertiv, Inc.'s Convertiv, Inc. Retirement Trust held $3.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Convertiv, Inc.'s EIN is 27-1251725.

EIN 27-1251725

Plan number 001

Plan year 2024

ACK ID 20250417104003NAL0001160513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convertiv, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convertiv, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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