How big is Confluence Group, LLC's plan?

Confluence Group, LLC's plan reported $13K in assets and 18 participants for 2024.

Original filing (PDF)20251012162425NAL0000150835001

Confluence Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Confluence Group Benefit Plan

401(k) retirement plan · Confluence Group, LLC's Confluence Group Benefit Plan held $13K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

Confluence Group, LLC's EIN is 99-3917409.

EIN 99-3917409

Plan number 001

Plan year 2024

ACK ID 20251012162425NAL0000150835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GROUP, LLC.

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Plan health score

Above-average plan

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

Knocking points off