Constellation Affiliated Partners 401k Profit Sharing Plan

Nu Holdings LLC, Dayton OH. Employer ID 263314250, plan number 004. Annual reports on file for 2017 to 2021.

Where the money went

Plans that moved money into this one:

Filed 2017-2021Constellation Affiliated Partners 401k Profit Sharing Plan, Nu Holdings LLC
2021Assets transferred to Truist Financial Corporation 401(k) Savings Plan
TodayTruist Financial Corporation 401(k) Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2025 filing.

In plan year 2018, active participants fell from 105 to 58 (45%), and 6 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2021: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

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

Plan year	Participants	Separated, still owed	Source
2017	160	55	Filing
2018	111	53	Filing
2019	100	47	Filing
2020	105	36	Filing
2021	0	0	Filing

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