Plan Ledger DOL Form 5500 · updated monthly

Congruent Investment Partners LLCbenefits

Congruent Investment Partners, LLC Employee Benefit Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
None reported

Congruent Investment Partners LLC's benefits plans covered 4 active participants in 2024, providing health.

Insurance contracts · 20241
AETNA LIFE INSURANCE COMPANY · health stop-losspremiums n/a · 4 covered

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 273061053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.