Confluence Wealth Services DBA CONF

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

214

Total plan assets

$34.4M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "CONFLUENCE WEALTH SERVICES DBA CONF"

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CONFLUENCE WEALTH SERVICES9 CONFLUENCE WEALTH SERVICES DBA CONF1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Guttman Energy, Inc. Guttman Energy, Inc. Retirement Savings Plan · all filings	BELLE VERNON, PA	Advisor / Consultant	214	$34.4M	$25K	$0