P 401(k) Plan Report

Stable plan record

CONFLUENCE INVESTMENT MANAGEMENT, LLC 401K PLAN

Sponsored by CONFLUENCE INVESTMENT MGMT., LLC · EIN/PN 261764456-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$17,355
Administrative cost per participant
2025
$8
Active participants
2025
53
Total plan assets
2025
$26,609,948
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715103844NAL000352952000153$17,355
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.