Original filing (PDF)20250430101012NAL0003602162001

CONVERGENT ENERGY AND POWER LP

Name: CONVERGENT ENERGY AND POWER LP — CONVERGENT ENERGY AND POWER LP 401(K) PLAN, Form 5500 (2024)
Creator: CONVERGENT ENERGY AND POWER LP

Form 5500-SF

FILING_RECEIVED

CONVERGENT ENERGY AND POWER LP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

141

Accounts w/ balance

141

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERGENT ENERGY AND POWER LP.

Plan sponsor

Name

CONVERGENT ENERGY AND POWER LP

EIN

81-2397597

Address

7 TIMES SQUARE TOWER SUITE 3504 · NEW YORK, NY · 10036

Phone

(917) 508-0190

Industry

Utilitiessee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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