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  2. CONVERGING HEALTH, LLC
Sponsor portfolio

CONVERGING HEALTH, LLC

EIN 81-0937914-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
83
3890 W NORTHWEST HIGHWAY SUITE 601 - DALLAS, TX 75230817-228-8393converginghealth.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#003CashBalance-$822K - 17 part#001401k-$552K - 66 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 83 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#003)60%
  • PLAN AND TRUST (#001)40%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)66
  • CASH BALANCE PLAN (#003)17
Total 83Click 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#003

CONVERGING HEALTH, LLC CASH BALANCE PLAN

CashBalance

Assets$822K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CONVERGING HEALTH, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$552K
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CONVERGING HEALTH, LLC CASH BALANCE PLANCashBalance$822K172024
001CONVERGING HEALTH, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$552K662025
Retirement plans
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