Confluence

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

6,619

Total plan assets

$1.7B

Filings (rows)

Direct comp

$237K

Indirect comp

Showing only "CONFLUENCE"

View all 4 variants aggregated →

CONFLUENCE INVESTMENT MANAGEMENT11 CONFLUENCE7 CONFLUENCE WEALTH SERVICES7 CONFLUENCE FINANCIAL PARTNERS1

SERVICES PROVIDED

Other service providers4

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of U.A. Local 38 Trust Funds U. A. Local 38 Defined Benefit Pension Plan · all filings	SAN FRANCISCO, CA	Other service providers	1,419	$512.0M	$48K	$0
Board of Trustees of U.A. Local 38 Trust Funds U. A. Local 38 Defined Benefit Pension Plan · all filings	SAN FRANCISCO, CA	Other service providers	1,438	$461.3M	$45K	$0
Board of Trustees of U.A. Local 38 Trust Funds U. A. Local 38 Defined Contribution Pension Plan · all filings	SAN FRANCISCO, CA	Other service providers	1,341	$198.5M	$20K	$0
Board of Trustees of U.A. Local 38 Trust Funds U. A. Local 38 Defined Contribution Pension Plan · all filings	SAN FRANCISCO, CA	Other service providers	1,323	$184.2M	$18K	$0
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	381	$108.8M	$44K	$0
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	362	$104.2M	$31K	$0
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	355	$99.8M	$32K	$0