What public Form 5500 filings show about the Confluence Investment Mgmt., LLC 401(k) plan — and how to find and check your own account.
Confluence Investment Mgmt., LLC (EIN 26-1764456) reports CONFLUENCE INVESTMENT MANAGEMENT, LLC 401K PLAN on its most recent Form 5500, with $22.6M in plan assets across 54 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Confluence Investment Mgmt., LLC filing — schedules, fees, and providers.
Confluence Investment Mgmt., LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Confluence Investment Mgmt., LLCHR for the recordkeeper’s name and login.
