Conversica, Inc. 401(k) Plan: Login, Facts & Contact Information

Conversica, Inc. 401(k) Plan Facts

Plan name
CONVERSICA, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CONVERSICA, INC.
Participants
291 (80 active employees)
Former employees with a balance
188
Plan assets
$15,980,345 at Dec 31, 2024
Average account balance
$60,532 across 264 accounts
Employer contributions
$552,555 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Mar 30, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.06 million went into the plan in contributions, $552,555 of it from the employer (27%).
  • $2.41 million was paid out to participants.
  • Investment and other income added $2.30 million.
  • Administrative expenses were $90,981, about $345 per account.

How the Conversica, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019252$8.52 million$907,510$661,755
2020289$9.91 million$654,205$2.44 million
2021262$12.4 million$792,726$1.95 million
2022306$11.7 million$807,523$958,204
2023315$14.1 million$655,048$2.29 million
2024291$16.0 million$552,555$2.41 million

Conversica, Inc. 401(k) Contact Information

Phone
650-290-7674
Mailing address
1730 SOUTH EL CAMINO REAL, SUITE 350 3RD FLOOR, SAN MATEO CA 94402
Plan sponsor
CONVERSICA, INC.
Employer identification number (EIN)
81-2082659
Plan number
001

Questions about the Conversica, Inc. 401(k)

Does Conversica, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $552,555, 27% of all contributions.

Does the Conversica, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Conversica, Inc 401(k) plan?

291 participants at the start of plan year 2024, 80 of them active employees, and 188 former employees who still had money in the plan.

What is the average 401(k) balance at Conversica, Inc?

About $60,532 per account: $16.0 million in plan assets across 264 accounts with a balance at the end of plan year 2024.

Who manages the Conversica, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Conversica, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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