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The Retirement Plan of Retirement System Group Inc. in Pentegra Retirement Trust

Pentegra Services, Inc., White Plains NY. Employer ID 133745616, plan number 001. Annual reports on file for 2009 to 2017.

Where the money went

Plans that moved money into this one:

• 2024: money from Donnie Smith Plumbing 401(k) Plan moved in.
• 2025: money from University of Saint Joseph 403(b) Retirement Plan Final moved in.

1. Filed 2009-2017The Retirement Plan of Retirement System Group Inc. in Pentegra Retirement Trust, Pentegra Services, Inc.
2. EndedThe Retirement Plan of Retirement System Group Inc. in Pentegra Retirement Trust ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Pentegra Retirement Services, per the 2014 filing.

Events in the filings

• 2015: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
• 2015: The employer decided to close the plan.
• 2016: The employer decided to close the plan.
• 2016: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.
• 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
• 2017: The employer decided to close the plan.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.