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Sponsor portfolio

CONVERGENT PACIFIC LLC

EIN 20-0987881-civil engineering-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
20
8975 SW CENTER STREET - TIGARD, OR 97223503-656-4028convergentpacific.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$2.4M - 15 part#002CashBalance-$2.1M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CONVERGENT PACIFIC 401(K) (#001)53%
  • DEFINED BENEFIT PLAN (#002)47%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONVERGENT PACIFIC 401(K) (#001)15
  • DEFINED BENEFIT PLAN (#002)5
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONVERGENT PACIFIC 401(K) PLAN

401k

Assets$2.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CONVERGENT PACIFIC, LLC DEFINED BENEFIT PLAN

CashBalance

Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONVERGENT PACIFIC 401(K) PLAN401k$2.4M152024
002CONVERGENT PACIFIC, LLC DEFINED BENEFIT PLANCashBalance$2.1M52024
Retirement plans
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