John LACY signed Confluent Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Confluent Health, LLC's EIN is 47-1584422.
Download the official 2024 Form 5500 (PDF) for Confluent Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Confluent Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $352K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $56K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $36.7M | 18.0% | |
| AB US LARGE CAP GROWTH (W SERS) CL GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $18.8M | 9.2% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $16.5M | 8.1% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $14.5M | 7.1% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $14.1M | 6.9% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $13.9M | 6.8% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $13.2M | 6.5% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $12.2M | 6.0% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $11.0M | 5.4% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $5.4M | 2.7% | |
| Fidelity Intl Index | Mutual Funds | — | — | $5.0M | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.8M | 2.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $3.9M | 1.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.6M | 1.8% | |
| American Funds Am Mutual R6 | Mutual Funds | — | — | $3.2M | 1.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.1M | 1.5% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $3.1M | 1.5% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $2.9M | 1.4% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $2.5M | 1.2% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $2.3M | 1.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $2.2M | 1.1% | |
| American Funds Cap World G/I R6 | Mutual Funds | — | — | $1.5M | 0.8% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $1.0M | 0.5% | |
| American Funds Income Fund of Am R6 | Mutual Funds | — | — | $802K | 0.4% | |
| American Funds Bond Fund of Am R6 | Mutual Funds | — | — | $715K | 0.4% | |
| American Funds Am High-Inc R6 | Mutual Funds | — | — | $637K | 0.3% | |
| INVESCO Discovery R6 | Mutual Funds | — | — | $471K | 0.2% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $222K | 0.1% | |
| JHancock Disciplined Value Mid Cap R6 | Other securities | — | — | $200K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $165K | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 000 | Common Collective Trust | — | — | $116K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
