Confluence 401(k) Plan
Sponsored by Confluence Technologies, Inc. · EIN 251670680 · Plan #001
- Total assets
- $71.7M
- Net assets
- $71.7M
- Active participants
- 249
- With balances
- 421
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $42,853 |
| Global Retirement Partners Llc | Investment advisory (plan) | $23,959 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |