How big is Confluence Investment Mgmt., LLC's plan?

Confluence Investment Mgmt., LLC's plan reported $22.6M in assets and 54 participants for 2024.

Original filing (PDF)20250530122102NAL0014940784001

Confluence Investment Mgmt., LLC

Name: Confluence Investment Mgmt., LLC — Confluence, Form 5500 (2024)
Creator: Confluence Investment Mgmt., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Confluence Investment Management, LLC 401(k) Plan

401(k) retirement plan · Confluence Investment Mgmt., LLC's Confluence Investment Management, LLC 401(k) Plan held $22.6M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

People on this filing

Patricia a DAHL signed Confluence Investment Mgmt., LLC's 2024 Form 5500 as plan administrator.

Patricia a DAHL — 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

Confluence Investment Mgmt., LLC's EIN is 26-1764456.

EIN 26-1764456

Plan number 001

Plan year 2024

ACK ID 20250530122102NAL0014940784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Confluence Investment Mgmt., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Investment Mgmt., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFLUENCE INVESTMENT MGMT., LLC.

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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

Knocking points off