How big is The Confidentiality Group's plan?

The Confidentiality Group's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250712173510NAL0007060721001

The Confidentiality Group

Name: The Confidentiality Group — The Confidentiality, Form 5500 (2024)
Creator: The Confidentiality Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Confidentiality Group 401(k) PS Plan

401(k) retirement plan · The Confidentiality Group's The Confidentiality Group 401(k) PS Plan held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

LISA Birzen signed The Confidentiality Group's 2024 Form 5500 as plan administrator.

LISA Birzen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Confidentiality Group's EIN is 13-4151972.

EIN 13-4151972

Plan number 001

Plan year 2024

ACK ID 20250712173510NAL0007060721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Confidentiality Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Confidentiality Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CONFIDENTIALITY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score