How big is Converged Security Solutions, LLC's plan?

Converged Security Solutions, LLC's plan reported $38.8M in assets and 480 participants for 2024.

Original filing (PDF)20251009162739NAL0016639218001

Converged Security Solutions, LLC

Name: Converged Security Solutions, LLC — Converged, Form 5500 (2024)
Creator: Converged Security Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Converged Security Solutions, LLC 401(k) Plan

401(k) retirement plan · Converged Security Solutions, LLC's Converged Security Solutions, LLC 401(k) Plan held $38.8M in plan assets for 480 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

480

Accounts w/ balance

449

Plan assets (EOY)

$38.8M

Net assets (EOY)

$38.8M

People on this filing

EVA Markowitz signed Converged Security Solutions, LLC's 2024 Form 5500 as plan administrator.

EVA Markowitz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Converged Security Solutions, LLC's EIN is 32-0575590.

EIN 32-0575590

Plan number 001

Plan year 2024

ACK ID 20251009162739NAL0016639218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Converged Security Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Converged Security Solutions, 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 CONVERGED SECURITY SOLUTIONS, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 163K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

CONVERGED SECURITY SOLUTIONS, LLC

EIN

all filings

Address

11800 SUNRISE VALLEY DRIVE · SUITE 900 · RESTON, VA · 20191

Phone

(703) 889-9301

Industry

Professional & Technical Services

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$63K	—

Investments

31 direct securities· $38.8M(100% of reported assets)

Mutual Funds

$28.4M

20 holdings

Common Collective Trusts

$5.9M

5 holdings

Other securities

$4.0M

5 holdings

Bonds / Notes

$561K

1 holding

					% of plan
Fidelity Advisor Freedom 2030 Fund Mutual Fund NR	Mutual Funds	—	—	$6.0M	15.4%
Fidelity Advisor Freedom 2040 Fund Mutual Fund NR	Mutual Funds	—	—	$5.2M	13.5%
Fidelity 500 Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$4.8M	12.4%
Fidelity Advisor Freedom 2045 Fund Mutual Fund NR	Mutual Funds	—	—	$4.8M	12.3%
Fidelity Advisor Freedom 2035 Fund Mutual Fund NR	Mutual Funds	—	—	$3.6M	9.3%
Fidelity Advisor Freedom 2050 Fund Mutual Fund NR	Mutual Funds	—	—	$2.4M	6.1%
JPMorgan Large Cap Growth Fund Mutual Fund NR	Other securities	—	—	$1.5M	3.9%
Fidelity Advisor Freedom 2055 Fund Mutual Fund NR	Mutual Funds	—	—	$1.4M	3.7%
JPMorgan Large Cap Value Fund Mutual Fund NR	Other securities	—	—	$1.4M	3.5%
Fidelity Advisor Freedom 2025 Fund Mutual Fund NR	Mutual Funds	—	—	$1.2M	3.2%
Fidelity Advisor Freedom 2060 Fund Mutual Fund NR	Mutual Funds	—	—	$648K	1.7%
Fidelity Advisor Freedom 2020 Fund Mutual Fund NR	Mutual Funds	—	—	$596K	1.5%
Various, bearing interest * Participant loans from 4.25% - 9.50% -	Bonds / Notes	—	—	$561K	1.4%
PIMCO Income Fund Mutual Fund NR	Mutual Funds	—	—	$506K	1.3%
Fidelity Mid Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$458K	1.2%
Victory Sycamore Established Value Fund Mutual Fund NR	Other securities	—	—	$414K	1.1%
JPMorgan Mid Cap Growth Fund Mutual Fund NR	Other securities	—	—	$412K	1.1%
Fidelity Advisor Small Cap Growth Fund Mutual Fund NR	Mutual Funds	—	—	$383K	1.0%
Fidelity Treasury Money Market Fund Mutual Fund NR	Mutual Funds	—	—	$373K	1.0%
PIMCO RAE US Fund Mutual Fund NR	Mutual Funds	—	—	$326K	0.8%
MFS International Growth Fund Mutual Fund NR	Mutual Funds	—	—	$288K	0.7%
Cohen & Steers Real Estate Securities Fund Mutual Fund NR	Other securities	—	—	$288K	0.7%
Fidelity International Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$231K	0.6%
Fidelity Small Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$210K	0.5%
Fidelity Advisor Freedom Income Fund Mutual Fund NR	Mutual Funds	—	—	$185K	0.5%
Fidelity Advisor Freedom 2065 Fund Mutual Fund NR	Mutual Funds	—	—	$150K	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$150K	0.4%
Fidelity Advisor Total Bond Fund Mutual Fund NR	Mutual Funds	—	—	$134K	0.3%
Dodge & Cox International Stock Fund Mutual Fund NR	Mutual Funds	—	—	$102K	0.3%
Lord Abbett Short Duration Income Fund Mutual Fund NR	Mutual Funds	—	—	$54K	0.1%
Fidelity Advisor Freedom 2010 Fund Mutual Fund NR 407 * Fidelity Advisor Freedom 2015 Fund Mutual Fund NR	Mutual Funds	—	—	$22K	<0.1%