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Original filing (PDF)20250924110324NAL0007458977001
THE CONVERSE PROFESSIONAL GROUP
Form 5500
FILING_RECEIVED
THE CONVERSE PROFESSIONAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
137
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONVERSE PROFESSIONAL GROUP.
Plan sponsor
Name
THE CONVERSE PROFESSIONAL GROUP
EIN
95-4020122
Address
717 S. MYRTLE AVE. · MONROVIA, CA · 91016
Phone
(626) 930-1200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOUGHERTY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | — | INVESTMENT ADVISOR | $9K | — |
| ONEAMERICA SECURITIES INC | — | — | BROKER/ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOUGHERTY & COMPANY | — | GLENDALE, CA | AUDITOR | $10K | — |
Investments
20 pooled funds· $8.0M(43% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP VALUE FUND CLASS RI GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.0M | 10.4% | |
| GREAT GRAY BLENDED RESRCH CORE GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $1.9M | 10.0% | |
| PUTNMAN RETIREMENT ADV 2060 PUTNMAN INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $740K | 3.9% | |
| ALTA FEDERALTED MDT SMALL CAP ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $684K | 3.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 AST WILLINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $582K | 3.1% | |
| PUTNAM RETIREMENT ADV 2045 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 259 | Common Collective Trust | — | — | $526K | 2.8% | |
| PUTMAN RETIREMENT ADV 2025 FUND XA PUTMAN INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $427K | 2.3% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTMAN INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $283K | 1.5% | |
| FRANKLIN SMALL CAP VALUE GG GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $242K | 1.3% | |
| PUTNAM RET ADV 2030 FUND XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $210K | 1.1% | |
| PUTNAM RETIREMENT ADV 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $194K | 1.0% | |
| PUTNAM RETIREMENT ADV 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $101K | 0.5% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 26-0787670 / PN 000 | Common Collective Trust | — | — | $70K | 0.4% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $32K | 0.2% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $23K | 0.1% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $11K | <0.1% | |
| PUTNAM RETIREMENT ADV 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $10K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $8K | <0.1% | |
| RETIREGUIDE CONS GROWTH & INS ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $178 | <0.1% |
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