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CONVERGENCE CAPITAL

EIN 99-2142662-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
14
93 WORCESTER ST STE 300 - WELLESLEY, MA 02481781-431-4789convergence.nm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.2M - 14 part

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Retirement#001

CONVERGENCE CAPITAL 401K PLAN

401k

Assets$1.2M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERGENCE CAPITAL 401K PLAN401k$1.2M142025
Retirement plans
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