How big is Confluence Engineering Group, LLC's plan?

Confluence Engineering Group, LLC's plan reported $3.5M in assets and 8 participants for 2024.

Original filing (PDF)20250623142340NAL0015654578001

Confluence Engineering Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Confluence Engineering 401(k) Plan

401(k) retirement plan · Confluence Engineering Group, LLC's Confluence Engineering 401(k) Plan held $3.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Michael R. Hallett signed Confluence Engineering Group, LLC's 2024 Form 5500 as plan administrator.

Michael R. Hallett — 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 Engineering Group, LLC's EIN is 26-2114192.

EIN 26-2114192

Plan number 001

Plan year 2024

ACK ID 20250623142340NAL0015654578001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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