How big is Confidence Plus Insurance Services LLC's plan?

Confidence Plus Insurance Services LLC's plan reported $3.5M in assets and 27 participants for 2024.

Original filing (PDF)20251015133028NAL0002490307001

Confidence Plus Insurance Services LLC

Name: Confidence Plus Insurance Services LLC — Form 5500 Plan 002 (2024)
Creator: Confidence Plus Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Confidence Plus Insurance Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Confidence Plus Insurance Services LLC's Confidence Plus Insurance Services LLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Confidence Plus Insurance Services LLC's EIN is 82-2698320.

EIN 82-2698320

Plan number 002

Plan year 2024

ACK ID 20251015133028NAL0002490307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Confidence Plus Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Confidence Plus Insurance Services LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFIDENCE PLUS INSURANCE SERVICES LLC.

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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