Converged Security Solutions 401(k) match, vesting and fees
What Converged Security Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Aprio LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Converged Security Solutions: employer contribution per participant | $2,373 | |
| Peer median | $2,521 |
| Converged Security Solutions: average balance | $86,464 | |
| Peer median | $75,833 |
| Converged Security Solutions: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.7M at the end of plan year 2023 to $38.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 647 | $38.8M | $1.1M | $2,373 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 591 | $21.7M | $240K | $953 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Converged Security Solutions match 401(k) contributions?
The match terms for the Converged Security Solutions, LLC 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,373 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Converged Security Solutions 401(k) match vested?
The vesting schedule for the Converged Security Solutions, LLC 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Converged Security Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Converged Security Solutions, LLC.
I left Converged Security Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Converged Security Solutions, LLC, (703) 889-9301) or the recordkeeper, Fidelity Investments Institutional. The Converged Security Solutions old 401(k) page lists the contacts from every plan filing. Find an old Converged Security Solutions 401(k)
Data from the public Form 5500 annual reports Converged Security Solutions filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Converged Security Solutions. Not financial advice. Report a correction · Methodology