Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONVERGENT PACIFIC 401(K) PLAN | 401k | $2.4M | 15 | 2024 | |
| 002 | CONVERGENT PACIFIC, LLC DEFINED BENEFIT PLAN | CashBalance | $2.1M | 5 | 2024 |