# Confluent Medical Technologies 401(k) Plan
Source: https://planprovider.pro/companies/confluent-medical-technologies-401k-plan

> Confluent Medical Technologies's 401(k) plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Confluent Medical Technologies

- **Sponsor EIN:** 261142245

- **Sponsor Address:** 47533 WESTINGHOUSE DRIVE, FREMONT, CA, 94539

- **Plan Type:** 401(k)

- **Total Participants:** 836

- **Total Assets:** $95.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|836|$95.5M|$2.2M|$5.8M|

| 2023|760|$81.0M|$2.3M|$5.5M|

| 2022|768|$64.5M|$2.4M|$5.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$69,429|—|$69,429|

| UBS FINANCIAL SERVICES INC|ADVISOR|$54,213|—|$54,213|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,642

- **Estimated Expense Ratio:** 0.129% 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|$123,642|$54,213|—|—|—|

| 2023|$102,392|$44,465|—|—|—|

| 2022|$104,183|—|—|—|—|

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