Janette Townsend signed Confluence Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Confluence Health's EIN is 91-0647181.
Download the official 2024 Form 5500 (PDF) for Confluence Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Confluence Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $220K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV ADV | $211K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WURTS ASSOCIATES | 91-1320111 | — | CONSULTANT | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARLOWE & FALK LLP | 11-3662831 | — | LEGAL | $8K | — |
