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  5. Convergent Retirement Plan Solutions, LLC

Convergent Retirement Plan Solutions, LLC

Company Details

Name: Convergent Retirement Plan Solutions, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 03 Jun 2005 (20 years ago)
Company Number: 4ec541c5-8bd4-e011-a886-001ec94ffe7f
File Number: 1385814-2
Registered Office Address: 19533 State Hwy 371, Brainerd, MN 56401, USA
Principal Executive Office Address: 19533 STATE HIGHWAY 371, BRAINERD, MN 56401–7298, US
ZIP code: 56401
County: Crow Wing County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2023 202956993 2024-09-23 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2024-09-23
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-23
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2022 202956993 2023-08-02 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2023-08-02
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-02
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2021 202956993 2022-10-11 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2020 202956993 2021-08-31 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2021-08-31
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2019 202956993 2020-09-16 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2020-09-16
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-16
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2018 202956993 2019-07-29 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-29
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2017 202956993 2018-06-29 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2018-06-29
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401(K) PLAN 2016 202956993 2017-07-14 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401K PLAN 2015 202956993 2016-07-05 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2016-07-05
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature
CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 401K PLAN 2014 202956993 2015-07-23 CONVERGENT RETIREMENT PLAN SOLUTIONS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541219
Sponsor’s telephone number 2188244900
Plan sponsor’s address 19533 STATE HIGHWAY 371, BRAINERD, MN, 56401

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing BEN NORQUIST
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
JENNIFER NORQUIST Manager 19533 STATE HIGHWAY 371, BRAINERD, MN 56401–7298, United States

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Business Name (Business Name: Convergent Retirement Plan Solutions, LLC) 2005-07-01
Original Filing - Limited Liability Company (Domestic) 2005-06-03
Limited Liability Company (Domestic) Business Name (Business Name: Convergent Retirement Plan Solutions II, LLC) 2005-06-03

Related by officers

No related officers

Related by address

19533 State Hwy 371, Brainerd, MN 56401, USA

Shimmer Shack

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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