Filings through .
Converse Team Financial Services
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served5Rank #0 of mapped providers
Assets under administration$80M0.0%Rank #0 by share of filed assets
Fees received$151,220Median $29,115/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Converse Team Financial Services as recordkeeper and list their funds in their filing.
Plans
1
$6.9M in funds
In collective trusts
0%
average plan
In Converse Team Financial Services funds
0%
average plan
In index funds
88%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| TIAA (Nuveen) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Nuveen Lifecycle Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.