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The Retiresmart Pep

Pentegra Services, Inc., White Plains NY. Employer ID 133745616, plan number 009. Annual reports on file for 2022 to 2024.

Where the money went

Plans that moved money into this one:

  1. Filed 2022-2024The Retiresmart Pep, Pentegra Services, Inc.
  2. TodayThe Retiresmart Pep still files. Transamerica Retirement Solutions keeps the records. That is where to ask.

Records are kept by Transamerica Retirement Solutions, per the 2024 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

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.

Plan yearParticipantsLeft, still in the planSource
202200Filing
202358761Filing
20241,800226Filing

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