William Hsiung signed Convergenz, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Convergenz, LLC's EIN is 52-2254225.
Download the official 2024 Form 5500 (PDF) for Convergenz, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Convergenz, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research 500 Index - | Common Collective Trusts | — | — | $2.4M | 29.8% | |
| Principal Global Investors Fixed Income Guaranteed Option - | Other securities | — | — | $1.1M | 13.2% | |
| Fidelity Management & Research Blue Chip Growth K6 - | Mutual Funds | — | — | $676K | 8.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $649K | 7.9% | |
| Fidelity Management & Research International Index - | Mutual Funds | — | — | $568K | 7.0% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $519K | 6.3% | |
| Fidelity Management & Research US Bond Index - | Mutual Funds | — | — | $508K | 6.2% | |
| Fidelity Management & Research Mid Cap Index - | Mutual Funds | — | — | $340K | 4.2% | |
| Fidelity Management & Research Small Cap Index - | Mutual Funds | — | — | $313K | 3.8% | |
| Principal Global Investors Diversified International - | Other securities | — | — | $272K | 3.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $272K | 3.3% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $249K | 3.1% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $159K | 1.9% | |
| Columbia Management Advisors Small Cap Value II I3 - | Other securities | — | — | $158K | 1.9% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $126K | 1.5% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $120K | 1.5% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $3K | <0.1% | |
| BlackRock Advisors, LLC Strategic Global Bond K - | Other securities | — | — | $2K | <0.1% | |
| Capital Research and Management New World R6 - | Other securities | — | — | $2K | <0.1% | |
| INVESCO INT'L SM-MID CAP TR B1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $954 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
