Sarah Poole signed Converge Technology Solutions US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Converge Technology Solutions US, LLC's EIN is 82-2782457.
Download the official 2024 Form 5500 (PDF) for Converge Technology Solutions US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Converge Technology Solutions US, LLC'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | — | NEW YORK, NY | NONE | $171K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $35.1M | 16.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $30.8M | 14.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $20.8M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.6M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $17.4M | 8.3% | |
| Fidelity FID 500 IND | Mutual Funds | — | — | $13.8M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.5% | |
| Vanguard VAN INFO TECH INDEX ADM | Mutual Funds | — | — | $9.2M | 4.4% | |
| Fidelity BLUE CHIP GROWTH | Mutual Funds | — | — | $7.8M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.3M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.7M | 2.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.2% | |
| Vanguard VAN EQUITY INCOME ADM | Mutual Funds | — | — | $3.9M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| Vanguard CVAN SMALL CAP INDEX ADM | Mutual Funds | — | — | $2.6M | 1.2% | |
| Fidelity INTL INDEX FUND | Common Collective Trusts | — | — | $2.3M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| Fidelity FID MID CAP INDEX FUND | Common Collective Trusts | — | — | $2.0M | 0.9% | |
| Fidelity FID US BOND INDEX FUND | Common Collective Trusts | — | — | $1.9M | 0.9% | |
| Notes receivable from participants * Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 0.8% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $1.4M | 0.6% | |
| Vanguard VAN FED MONEY MARKET ADM | Mutual Funds | — | — | $1.2M | 0.6% | |
| Prudential PGIM HIGH-YIELD R6 | Other securities | — | — | $959K | 0.5% | |
| EuroPacific AMERICAN FUNDS EUROPAC GRO- R6 | Mutual Funds | — | — | $880K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $696K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $623K | 0.3% | |
| Janus Henderson JANUS HENDERSON TRITON N | Mutual Funds | — | — | $396K | 0.2% | |
| Various SELF-DIRECTED BROKERAGE ACCT | OTHER | — | — | $294K | 0.1% | |
| EuroPacific AMERICAN NEW WORLD R6 | Other securities | — | — | $144K | <0.1% | |
| Cohen & Steers COHEN & STEERS INSTL REALTY | Other securities | — | — | $131K | <0.1% | |
| T. Rowe Price T ROWE PRICE GOVERNMENT MONEY | Mutual Funds | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
