Back to filter
Original filing (PDF)20250417104003NAL0001160513001
CONVERTIV, INC.
Form 5500-SF
FILING_RECEIVED
CONVERTIV, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
21
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERTIV, INC..
Plan sponsor
Name
CONVERTIV, INC.
EIN
27-1251725
Address
3 POST OFFICE SQUARE · BOSTON, MA · 02109
Phone
(617) 986-5050
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
2025-04-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
COMPREHENSIVE RISK SERVICES, LLC
COMPREHENSIVE RISK SERVICES, LLC RETIREMENT PLAN
$3.2M · 40 participants
MAKING CENTS INTERNATIONAL, INC.
MAKING CENTS 401(K) PLAN
$3.2M · 31 participants
PSRG, INC
PSRG, INC 401(K) PLAN
$3.2M · 48 participants
FEDERAL BUSINESS GROUP INC
FEDERAL BUSINESS GROUP INC 401 K PROFIT SHARING PLAN
$3.2M · 3 participants
PINNACLE CONSULTING GROUP INC
PINNACLE CONSULTING GROUP INC. 401(K) PLAN
$3.2M · 40 participants
METAS SOLUTIONS, LLC
METAS SOLUTIONS, LLC 401(K) PLAN
$3.2M · 72 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B