Convergint Technologies Llc 401(k) Profit Sharing Plan
Sponsored by Convergint Technologies, Llc · EIN 364444620 · Plan #001
- Total assets
- $376M
- Net assets
- $376M
- Active participants
- 5,765
- With balances
- 6,448
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $576,401 |
| Spectrum Investment | Investment advisory (plan), Direct payment from the plan | $176,702 |