Confluence Outdoor, Inc. 401(k) Plan
Sponsored by Paddle Acquisition Inc. · EIN 352677554 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 154
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cherry Bekaert | Accounting, Direct payment from the plan | $40,136 |
| Nwps | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $25,168 |
| Ifp Advisors, Inc. Dba Independent | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $18,664 |