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Original filing (PDF)20251014124120NAL0001357955001
CONVERGE TECHNOLOGY SOLUTIONS US, LLC
Form 5500
FILING_RECEIVED
CONVERGE TECHNOLOGY SOLUTIONS US 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,584
Accounts w/ balance
1,802
Plan assets (EOY)
$208.8M
Net assets (EOY)
$208.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERGE TECHNOLOGY SOLUTIONS US, LLC.
Plan sponsor
Name
CONVERGE TECHNOLOGY SOLUTIONS US, LLC
EIN
82-2782457
Address
130 TECHNOLOGY PARKWAY · NORCROSS, GA · 30092
Phone
(678) 898-6748
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | — | NEW YORK, NY | NONE | $171K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $98K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
18 direct securities · 13 pooled funds· $208.8M(100% of reported assets)
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.
Common Collective Trust
$158.3M
13 holdings
Uncategorized
$36.3M
16 holdings
Mutual Funds
$13.8M
1 holding
OTHER
$294K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $9.2M | 4.4% | |
| Fidelity BLUE CHIP GROWTH | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.6M | 1.2% | |
| Fidelity INTL INDEX FUND | — | — | — | $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 | — | — | — | $2.0M | 0.9% | |
| Fidelity FID US BOND INDEX FUND | — | — | — | $1.9M | 0.9% | |
| Notes receivable from participants * Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $1.7M | 0.8% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | — | — | — | $1.4M | 0.6% | |
| Vanguard VAN FED MONEY MARKET ADM | — | — | — | $1.2M | 0.6% | |
| Prudential PGIM HIGH-YIELD R6 | — | — | — | $959K | 0.5% | |
| EuroPacific AMERICAN FUNDS EUROPAC GRO- R6 | — | — | — | $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 | — | — | — | $396K | 0.2% | |
| Various SELF-DIRECTED BROKERAGE ACCT | OTHER | — | — | $294K | 0.1% | |
| EuroPacific AMERICAN NEW WORLD R6 | — | — | — | $144K | <0.1% | |
| Cohen & Steers COHEN & STEERS INSTL REALTY | — | — | — | $131K | <0.1% | |
| T. Rowe Price T ROWE PRICE GOVERNMENT MONEY | — | — | — | $44K | <0.1% |
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