How big is Convergence Capital's plan?

Convergence Capital's plan reported $164K in assets and 5 participants for 2024.

Original filing (PDF)20250417220947NAL0002097601030

Convergence Capital

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

Form 5500-SF

FILING_RECEIVED

Convergence Capital 401(k) Plan

401(k) retirement plan · Convergence Capital's Convergence Capital 401(k) Plan held $164K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan identifiers

Convergence Capital's EIN is 99-2142662.

EIN 99-2142662

Plan number 001

Plan year 2024

ACK ID 20250417220947NAL0002097601030

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Convergence Capital'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 CONVERGENCE CAPITAL.

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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