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Original filing (PDF)20250613122444NAL0017559201001
CONFLUENT, INC
Form 5500
FILING_RECEIVED
CONFLUENT, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
1,673
Accounts w/ balance
1,859
Plan assets (EOY)
$171.7M
Net assets (EOY)
$171.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONFLUENT, INC.
Plan sponsor
Name
CONFLUENT, INC
EIN
47-1824387
Address
899 WEST EVELYN AVENUE · MOUNTAIN VIEW, CA · 94041
Phone
(630) 414-1006
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENSIBA SAN FILIPPO LLP | 94-2370906 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
28 direct securities· $170.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds Vanguard Institutional Index Fund Institutional Shares Mutual Fund | — | — | — | $28.7M | 16.7% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $18.0M | 10.5% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $16.7M | 9.7% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $15.9M | 9.3% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $15.9M | 9.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $11.3M | 6.6% | |
| Vanguard US Growth Index Fund Admiral Mutual Fund | — | — | — | $11.2M | 6.5% | |
| Fidelity Brokerage Link Account Various investments, including registered investment companies, common stock, mutual funds and money market funds | — | — | — | $8.5M | 4.9% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $8.0M | 4.7% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $5.4M | 3.1% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $4.2M | 2.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $4.1M | 2.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $4.0M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $3.3M | 1.9% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $3.3M | 1.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $3.0M | 1.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $2.7M | 1.5% | |
| Money market fund Vanguard Federal Money Market Fund Investor Shares Money Market Fund | — | — | — | $2.0M | 1.2% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.1M | 0.7% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $763K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $707K | 0.4% | |
| PGIM Total Return Bond Fund - Class R6 Mutual Fund | — | — | — | $518K | 0.3% | |
| Victory Sycamore Small Company Opportunity Fund R6 Mutual Fund | — | — | — | $454K | 0.3% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $405K | 0.2% | |
| Fidelity Freedom Index Income Investor Mutual Fund | — | — | — | $373K | 0.2% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund | — | — | — | $100K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual Fund | — | — | — | $6K | <0.1% |