Confluence Health 401(k) Plan
Sponsored by Confluence Health · EIN 910647181 · Plan #001
- Total assets
- $697M
- Net assets
- $697M
- Active participants
- 3,651
- With balances
- 4,574
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Instl Ops Co | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $220,085 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $210,863 |
| Wurts Associates | Consulting (general), Direct payment from the plan | $43,333 |
| Harlowe & Falk Llp | Legal, Direct payment from the plan | $8,044 |