# Convergence Investment Partner 401(k) Plan
Source: https://planprovider.pro/companies/convergence-investment-partner-263620998-001

> Convergence Investment Partner's 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Convergence Investment Partner

- **Sponsor EIN:** 263620998

- **Sponsor Address:** 3801 PGA BLVD STE 1001, PALM BEACH GARDENS, FL, 334102757

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 5

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|5|$1.2M|$0|$0|

| 2024|10|$955,812|$108|$94,341|

| 2023|10|$712,915|$7,362|$84,947|

| 2022|10|$352,086|$2,200|$55,800|

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