How big is Confluence Financial Partners' plan?

Confluence Financial Partners' plan reported $19.5M in assets and 72 participants for 2024.

Original filing (PDF)20250721112058NAL0000633027001

Confluence Financial Partners

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

Form 5500-SF

FILING_RECEIVED

Confluence Financial Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Confluence Financial Partners' Confluence Financial Partners 401(k) Profit Sharing Plan held $19.5M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

Plan identifiers

Confluence Financial Partners' EIN is 26-4407660.

EIN 26-4407660

Plan number 001

Plan year 2024

ACK ID 20250721112058NAL0000633027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL PARTNERS.

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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