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Benefitmall 401(k) Plan
Centerstone Insurance and Financial Services, Dallas TX. Employer ID 954018229, plan number 001. Annual reports on file for 2009 to 2014.
Where the money went
Plans that moved money into this one:
- 2015: money from Compupay 401(k) Plan moved in.
- Filed 2009-2014Benefitmall 401(k) Plan, Centerstone Insurance and Financial Services
- 2015Plan renumbered or taken over by a new sponsor to Benefitmall 401(k) Plan
- 2017Plan renumbered or taken over by a new sponsor to Benefitmall 401(k) Plan
- 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.
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
"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 |
|---|---|---|---|
| 2009 | 556 | 67 | Filing |
| 2010 | 677 | 61 | Filing |
| 2011 | 682 | 68 | Filing |
| 2012 | 702 | 68 | Filing |
| 2013 | 691 | 84 | Filing |
| 2014 | 743 | 101 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.