Plan Snapshot
- Plan Sponsor: Confluent Health, LLC
- Sponsor EIN: 471584422
- Sponsor Address: 1650 LYNDON FARM COURT SUITE 300, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 7,686
- Total Assets: $204.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,686 | $204.1M | $9.4M | $19.7M |
| 2023 | 7,251 | $155.9M | $8.0M | $16.0M |
| 2022 | 8,799 | $96.8M | $5.4M | $11.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $352,350 | — | $352,350 |
| CREATIVE PLANNING LLC | NONE | $56,330 | — | $56,330 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — NONE
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $408,680
- Estimated Expense Ratio: 0.200% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $408,680 | $56,330 | — | — | — |
| 2023 | $368,882 | $133,713 | — | $29,000 | — |
| 2022 | $312,577 | $15,159 | $297,118 | — | $300 |