Confie Holding II 401(k) plan

Confie Holding II Co., Huntington Beach, CA. EIN 30-0448954. Annual reports 2010–2024. Also filed as Confie Seguros Holding II Co.

Confie Holding II Co. has one active retirement plan on file, the Confie Holding II Co. 401(k) Plan, with 5,272 participants and $77.1 million in assets in 2024. Fidelity has been its recordkeeper since 2014. No traditional pension plan appears in Confie Holding II's filings since 2010.

Active plans: 1
Participants: 5,272
Plan assets: $77.1 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Confie Holding II Co. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 30-0448954
Participants (2024): 5,272
Net assets (2024): $77.1 million
Recordkeeper: FidelityEarlier: ADP (2010–2013)
Plan administrator: Confie Holding II Co.
7711 Center Avenue, Suite 200
Huntington Beach, CA 92647
(714) 252-2561As filed for 2024
In effect since: April 1, 1997

Earlier sponsor: Confie Seguros Holding II Co. (2010–2019).

Earlier plan names: Confie Seguros Holding II Co. 401(k) Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,272	$77.1 million	Fidelity
2023	3,424	$54.0 million	Fidelity
2022	2,601	$41.6 million	Fidelity
2021	2,715	$45.9 million	Fidelity
2020	2,838	$36.1 million	Fidelity
2019	2,952	$30.6 million	Fidelity
2018	3,079	$22.4 million	Fidelity
2017	3,525	$21.0 million	Fidelity
2016	3,493	$12.7 million	Fidelity
2015	3,070	$7.2 million	Fidelity
2014	2,176	$6.2 million	Fidelity
2013	1,630	$3.6 million	ADP
2012	1,358	$2.9 million	ADP
2011	1,072	$2.2 million	ADP
2010	952	$2.0 million	ADP

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Confie Holding II Co. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((714) 252-2561). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Confie Holding II Co. 401(k) Plan

If you had money in one of these plans

What these numbers are

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