RITA Bowie signed Convergeone Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Convergeone Holdings, Inc.'s EIN is 81-4619427.
Download the official 2024 Form 5500 (PDF) for Convergeone Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Convergeone Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $262K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $63K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $41.3M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $41.1M | 11.8% | |
| AMERICAN CENTURY MULTIPLE INVESTME SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $28.7M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.8M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.5M | 7.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $19.2M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $19.1M | 5.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17.4M | 5.0% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $13.1M | 3.8% | |
| MFS Value Fund | Mutual Funds | — | — | $12.6M | 3.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth I Class Fund | Other securities | — | — | $12.5M | 3.6% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $9.4M | 2.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $9.1M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.7M | 2.5% | |
| American Century American Century Small Cap Value Fund | Other securities | — | — | $8.4M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $7.4M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.4M | 2.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $7.1M | 2.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $6.8M | 2.0% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $6.8M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.8M | 2.0% | |
| CLEARBRIDGE SMALL CAP GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| to 9.50%, terms of one to 15 years, due through September 2038 | Bonds / Notes | — | — | $3.1M | 0.9% | |
| Charles Schwab Charles Schwab | Mutual Funds | — | — | $2.5M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $600K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $429K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $258K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $225K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY LLP | — | CHICAGO, IL | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $111K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $979 | — |
