How big is Confluence Management Group LLC's plan?

Confluence Management Group LLC's plan reported $213K in assets and 14 participants for 2024.

Original filing (PDF)20250528135555NAL0004427843002

Confluence Management Group LLC

Name: Confluence Management Group LLC — Confluence, Form 5500 (2024)
Creator: Confluence Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Confluence Management Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Confluence Management Group LLC's Confluence Management Group LLC 401(k) Profit Sharing Plan & Trust held $213K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

People on this filing

Mark Tolan signed Confluence Management Group LLC's 2024 Form 5500 as plan administrator.

Mark Tolan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Confluence Management Group LLC's EIN is 92-0378889.

EIN 92-0378889

Plan number 001

Plan year 2024

ACK ID 20250528135555NAL0004427843002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFLUENCE MANAGEMENT GROUP 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