Bernard Allison Management Services, Inc. 401(k) Retirement Plan & Trust
Bernard Allison Management Services, Inc., Phoenix AZ. Employer ID 860481554, plan number 001. Annual reports on file for 2009 to 2010.
Where the money went
- Filed 2009-2010Bernard Allison Management Services, Inc. 401(k) Retirement Plan & Trust, Bernard Allison Management Services, Inc.
- 2010Assets transferred to Adp Totalsource Retirement Savings Plan
- TodayAdp Totalsource Retirement Savings Plan still files. Voya Institutional Plan Services keeps the records. That is where to ask.
Records are kept by Voya Institutional Plan Services, 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.
Events in the filings
- 2010: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2010: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2010: The employer adopted a resolution to terminate the plan.
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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.