How big is Conviction Partners LLC's plan?

Conviction Partners LLC's plan reported $453K in assets and 9 participants for 2025.

Original filing (PDF)20260504220509NAL0000360608093

Conviction Partners LLC

Name: Conviction Partners LLC — Conviction Partners LLC, Form 5500 (2025)
Creator: Conviction Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conviction Partners LLC 401(k) Plan

401(k) retirement plan · Conviction Partners LLC's Conviction Partners LLC 401(k) Plan held $453K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

Plan identifiers

Conviction Partners LLC's EIN is 88-3467650.

EIN 88-3467650

Plan number 001

Plan year 2025

ACK ID 20260504220509NAL0000360608093

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Conviction Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Conviction Partners 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 CONVICTION PARTNERS 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