Plan Snapshot
- Plan Sponsor: Convergint Technologies, LLC
- Sponsor EIN: 364444620
- Sponsor Address: 2000 CENTER DRIVE, HOFFMAN ESTATES, IL, 601925005
- Plan Type: 401(k)
- Total Participants: 5,765
- Total Assets: $376.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,765 | $376.3M | $11.8M | $38.1M |
| 2023 | 5,630 | $320.2M | $9.9M | $35.1M |
| 2022 | 5,143 | $251.0M | $8.5M | $31.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $753,010 | $176,609 | $576,401 | — | — |
| 2023 | $649,823 | $161,962 | $442,861 | $45,000 | — |
| 2022 | $647,910 | $156,145 | $446,765 | — | $45,000 |