Original filing (PDF)20241014115836NAL0027210833001

Conventus, LLC

Name: Conventus, LLC — Conventus 401(k) Plan, Form 5500 (2023)
Creator: Conventus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conventus 401(k) Plan

401(k) retirement plan · Conventus, LLC's Conventus 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Chris Horne signed Conventus, LLC's 2023 Form 5500 as plan administrator.

Chris Horne — 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

Conventus, LLC's EIN is 47-2330490.

EIN 47-2330490

Plan number 001

Plan year 2023

ACK ID 20241014115836NAL0027210833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Conventus, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Conventus, 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 CONVENTUS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CONVENTUS, LLC

EIN

all filings

Address

111 POTRERO AVENUE · SAN FRANCISCO, CA · 94103

Phone

(651) 319-1501

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-10

Filed

2024-10-14

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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