GINA Barberini signed Convergint Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Convergint Technologies, LLC's EIN is 36-4444620.
Download the official 2024 Form 5500 (PDF) for Convergint Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Convergint Technologies, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $576K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT | 39-1828175 | — | INVESTMENT ADVISORY | $177K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSgA Target Ret 2040 K Fund | Other securities | — | — | $53.8M | 14.3% | |
| SSgA Target Ret 2030 K Fund | Other securities | — | — | $46.1M | 12.3% | |
| SSgA Target Ret 2050 K Fund | Other securities | — | — | $32.7M | 8.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $29.7M | 7.9% | |
| SSgA Target Ret 2035 K Fund | Other securities | — | — | $26.7M | 7.1% | |
| SSgA Target Ret 2045 K Fund | Other securities | — | — | $25.8M | 6.9% | |
| T. Rowe Price All-Cap Opps Fund | Other securities | — | — | $21.1M | 5.6% | |
| SSgA Target Ret 2025 K Fund | Other securities | — | — | $15.0M | 4.0% | |
| SSgA Target Ret 2055 K Fund | Other securities | — | — | $13.7M | 3.7% | |
| SSgA Target Ret 2060 K Fund | Other securities | — | — | $10.5M | 2.8% | |
| Participants** Participant notes receivable with interest rates ranging from 3.25 to 10.50 percent - | Other securities | — | — | $10.2M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.7% | |
| T. Rowe Price Funds T. Rowe Price Capital Appreciation | Other securities | — | — | $8.2M | 2.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $7.7M | 2.1% | |
| SSgA Target Ret 2020 K Fund | Other securities | — | — | $7.2M | 1.9% | |
| Vanguard Small Cap Val Index Administration Fund | Mutual Funds | — | — | $6.9M | 1.8% | |
| Fidelity International Index Fd | Mutual Funds | — | — | $5.9M | 1.6% | |
| JPMorgan Equity Income Select | Other securities | — | — | $5.8M | 1.6% | |
| Vanguard Balanced Index Admrl Fund | Mutual Funds | — | — | $5.3M | 1.4% | |
| SSgA Target Ret 2065 K Fund | Other securities | — | — | $4.2M | 1.1% | |
| MFS Intl Diversification R4 Fd | Mutual Funds | — | — | $4.1M | 1.1% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $4.0M | 1.1% | |
| MFS Investment Management MFS Mid Cap Value R4 | Mutual Funds | — | — | $3.7M | 1.0% | |
| PIMCO Funds PIMCO Real Return | Mutual Funds | — | — | $2.6M | 0.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.3M | 0.6% | |
| State Street Global Advisors State Street Target Rt K Fund | Other securities | — | — | $1.1M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
