Ruben L. Romero signed The Converse Professional Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Converse Professional Group's EIN is 95-4020122.
Download the official 2024 Form 5500 (PDF) for The Converse Professional Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Converse Professional Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | — | INVESTMENT ADVISOR | $9K | — |
| ONEAMERICA SECURITIES INC |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $18.4M | 98.1% | |
| 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% |
| — |
| — |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOUGHERTY & COMPANY | — | GLENDALE, CA | AUDITOR | $10K | — |
