Congruent Investment Partners, LLC

Form 5500

CONGRUENT INVESTMENT PARTNERS, LLC

3400 Carlisle ST STE 320, Dallas, Tx 75204 (214) 760-7411 EIN:27-3061053 Plan Admin:Travis Baldwin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONGRUENT INVESTMENT PARTNERS LLC 401K PSP Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,311,688 / $1,653,699	2023	CONGRUENT INVESTMENT PARTNERS LLC 401K PSP - Plan #001	6 / 6	$1,311,688 / $1,653,699
2022	Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,693,270 / $1,311,688	2022	CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001	7 / 6	$1,693,270 / $1,311,688
2021	Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,390,015 / $1,693,270	2021	CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001	7 / 7	$1,390,015 / $1,693,270
2021	Plan NameCONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 0 Assets BOY/EOY$0 / $0	2021	CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN - Plan #501	5 / 0	$0 / $0
2020	Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,065,508 / $1,390,015	2020	CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001	7 / 7	$1,065,508 / $1,390,015
2019	Plan NameCONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,010,673 / $1,065,508	2019	CONGRUENT INVESTMENT PARTNERS, LLC 401(K) P/S PLAN - Plan #001	9 / 7	$1,010,673 / $1,065,508