CONVERGENCE WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
203
Total plan assets
$25.8M
Filings (rows)
2
Direct comp
$23K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| METRO CU FEDERAL CREDIT UNION METRO CREDIT UNION 401(K) SAFE HARBOR PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 98 | $13.9M | $14K |
| METRO CU FEDERAL CREDIT UNION METRO CREDIT UNION 401(K) SAFE HARBOR PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 105 | $11.9M | $9K |