C1 401(k) Plan
Sponsored by Convergeone Holdings, Inc. · EIN 814619427 · Plan #002
- Total assets
- $348M
- Net assets
- $348M
- Active participants
- 2,002
- With balances
- 2,298
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $262,321 |
| Sageview Advisory Group, Llc | Investment management | $110,742 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $62,500 |
| Mcgladrey Llp | Accounting | $14,150 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $979 |