Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONVERGENCE DATA SERVICES, INC.
EIN 26-0689234computer softwareLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
29
7648 SOUTHLAND BLVD, SUITE 107 - ORLANDO, FL 32809401-906-9790convergencedata.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONVERGENCE DATA SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONVERGENCE DATA SERVICES, INC. 401(K) PLAN
401k
Assets$1.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONVERGENCE DATA SERVICES, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 11 | 2024 | |
| 001 | CONVERGENCE DATA SERVICES, INC. 401(K) PLAN | 401k | $1.9M | 18 | 2024 |
Retirement plans