Original filing (PDF)20251009162739NAL0016639218001

CONVERGED SECURITY SOLUTIONS, LLC

Name: CONVERGED SECURITY SOLUTIONS, LLC — CONVERGED SECURITY SOLUTIONS, LLC 401K PLAN, Form 5500 (2024)
Creator: CONVERGED SECURITY SOLUTIONS, LLC

Form 5500

FILING_RECEIVED

CONVERGED SECURITY SOLUTIONS, LLC 401K PLAN

401(k) retirement plan

Active participants

480

Accounts w/ balance

449

Plan assets (EOY)

$38.8M

Net assets (EOY)

$38.8M

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 (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (18 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERGED SECURITY SOLUTIONS, LLC.

Plan sponsor

Name

CONVERGED SECURITY SOLUTIONS, LLC

EIN

32-0575590

Address

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

Phone

(703) 889-9301

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

2025-10-09

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)

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

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)

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