How big is Convo360 LLC's plan?

Convo360 LLC's plan reported $62K in assets and 1 participants for 2024.

Original filing (PDF)20250610163202NAL0013224403001

Convo360 LLC

Name: Convo360 LLC — Convo360 401(k) Plan, Form 5500 (2024)
Creator: Convo360 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Convo360 401(k) Plan

401(k) retirement plan · Convo360 LLC's Convo360 401(k) Plan held $62K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Shirley Horner signed Convo360 LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Convo360 LLC's EIN is 85-2343681.

EIN 85-2343681

Plan number 001

Plan year 2024

ACK ID 20250610163202NAL0013224403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Convo360 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Convo360 LLC's plan includes profit-sharing, 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 CONVO360 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CONVO360 LLC

EIN

all filings

Address

5147 NEEPER VALLEY RD · MANITOU SPRINGS, CO · 80829

Phone

(512) 825-0868

Industry

Professional & Technical Services

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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