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Kensington Vanguard Holdings, LLC Profit Sharing Plan

Kensington Vanguard Holdings, LLC, New York NY. Employer ID 263437575, plan number 001. Annual reports on file for 2009 to 2023.

Where the money went

  1. Filed 2009-2023Kensington Vanguard Holdings, LLC Profit Sharing Plan, Kensington Vanguard Holdings, LLC
  2. 2022Assets transferred to Truist Financial Corporation 401(k) Savings Plan
  3. 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.

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.

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Events in the filings

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
201268—Filing
201366—Filing
201482—Filing
201583—Filing
2016110—Filing
201715522Filing
201816221Filing
201920037Filing
202020435Filing
202121126Filing
202223714Filing
20230—Filing

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