Benefitmall 401(k) Plan

Bmc Acquisition, Inc., Dallas TX. Employer ID 562606609, plan number 001. Annual reports on file for 2017 to 2022.

Where the money went

Plans that moved money into this one:

Filed 2017-2022Benefitmall 401(k) Plan, Bmc Acquisition, Inc.
2022Assets 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 2020, active participants fell from 1,243 to 817 (34%), and 80 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. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. 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.

2022: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2022: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"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 year	Participants	Left, still in the plan	Source
2017	1,328	236	Filing
2018	1,454	241	Filing
2019	1,507	258	Filing
2020	1,195	376	Filing
2021	1,152	380	Filing
2022	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.