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  2. Confluence Financial Partners

Filings through Oct 24, 2026.

Confluence Financial Partners

EIN 26-4407660-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.6M assets
Health & Benefits
0
Participants
83
1605 CARMODY CT., SUITE 101 - SEWICKLEY, PA 15143724-719-6600confluencefp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$24.6M - 83 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CONFLUENCE FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN

401(k)

Assets$24.6M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CONFLUENCE FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN401(k)$24.6M832025
  • CONFLUENCE FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN$24.6M
    #001 · 401(k) · 202583
Retirement plans
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