How big is Convergence Companies LLC's plan?

Convergence Companies LLC's plan reported $467K in assets and 19 participants for 2024.

Original filing (PDF)20251010111148NAL0017745762001

Convergence Companies LLC

Name: Convergence Companies LLC — Convergence Companies, Form 5500 (2024)
Creator: Convergence Companies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convergence Companies 401(k) Plan

401(k) retirement plan · Convergence Companies LLC's Convergence Companies 401(k) Plan held $467K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Richard Tatum signed Convergence Companies LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Convergence Companies LLC's EIN is 85-1423011.

EIN 85-1423011

Plan number 001

Plan year 2024

ACK ID 20251010111148NAL0017745762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convergence Companies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convergence Companies LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONVERGENCE COMPANIES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score