How big is Confluence Investment Management's plan?

Confluence Investment Management's plan reported $21K in assets and 53 participants for 2024.

Original filing (PDF)20251229104455NAL0009708035001

Confluence Investment Management

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

Form 5500-SF

FILING_RECEIVED

Confluence Investment Management MCF Benefit Plan

Health & welfare plan · Confluence Investment Management's Confluence Investment Management MCF Benefit Plan held $21K in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21K

Net assets (EOY)

$6K

People on this filing

Becky Wekenborg signed Confluence Investment Management's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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 Management's EIN is 26-1764456.

EIN 26-1764456

Plan number 501

Plan year 2024

ACK ID 20251229104455NAL0009708035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Investment Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score