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Original filing (PDF)20230511094839NAL0030825633001
CONVERCENT, INC.
Form 5500
FILING_RECEIVED
CONVERCENT 401(K)
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERCENT, INC..
Plan sponsor
Name
CONVERCENT, INC.
EIN
84-1487469
Address
3858 WALNUT ST STE 255 · DENVER, CO · 80205
Phone
(303) 888-0172
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-07-22
Filed
2023-05-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROSS LANE & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $14K | — |
Investments
25 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PIONEER SELECT MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 046 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CP IDX RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | $0 | — |
| ALGER CAPITAL APPRECIATION RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 092 | Pooled Separate Account | $0 | — |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | $0 | — |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | $0 | — |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 880 | Pooled Separate Account | $0 | — |
| PIMCO INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | $0 | — |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | $0 | — |