Confluent Holdings 401(k) Plan
Sponsored by Confluent Holdings, Llc · EIN 474749384 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 713
- With balances
- 594
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 |
|---|---|---|
| Ten Peaks Partners L.L.C. CRD 169364 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ten Peaks Partners | Investment advisory (plan), Direct payment from the plan | $56,429 |
| The Vanguard Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $43,406 |
| Rubinbrown | Accounting, Direct payment from the plan | $25,000 |