How big is Policy Confluence Inc.'s plan?

Policy Confluence Inc.'s plan reported $360K in assets and 33 participants for 2024.

Original filing (PDF)20250418220959NAL0000019027048

Policy Confluence Inc.

Name: Policy Confluence Inc. — Policy Confluence 401(k), Form 5500 (2024)
Creator: Policy Confluence Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Policy Confluence 401(k) Plan

401(k) retirement plan · Policy Confluence Inc.'s Policy Confluence 401(k) Plan held $360K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

Plan identifiers

Policy Confluence Inc.'s EIN is 47-4110471.

EIN 47-4110471

Plan number 001

Plan year 2024

ACK ID 20250418220959NAL0000019027048

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Policy Confluence Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score