Nu Holding & Affiliates 401(k) Plan
Norman-spencer Agency, Inc., Dayton OH. Employer ID 311407022, plan number 004. Annual reports on file for 2011 to 2016.
Where the money went
Plans that moved money into this one:
- 2011: money from Western Marine Insur Svcs Corp 401(k) Plan moved in.
- 2015: money from Insperity 401k Plan moved in.
- Filed 2011-2016Nu Holding & Affiliates 401(k) Plan, Norman-spencer Agency, Inc.
- 2017Plan renumbered or taken over by a new sponsor to Constellation Affiliated Partners 401k Profit Sharing Plan
- 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.
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.
Events in the filings
No unusual events.
People in the plan
"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 |
|---|---|---|---|
| 2011 | 132 | 17 | Filing |
| 2012 | 130 | 22 | Filing |
| 2013 | 162 | 26 | Filing |
| 2014 | 153 | 35 | Filing |
| 2015 | 186 | 47 | Filing |
| 2016 | 177 | 54 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.