Nutmeg State Financial Cu 401(k) match, vesting and fees
What Nutmeg State Financial Cu's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Smith Brothers Financial, LLC | Schedule C ↗ |
| Independent auditor | Whittlesey (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Nutmeg State Financial Cu: employer contribution per participant | $2,099 | |
| Peer median | $3,122 |
| Nutmeg State Financial Cu: average balance | $80,518 | |
| Peer median | $111,687 |
| Nutmeg State Financial Cu: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.3M at the end of plan year 2021 to $9.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 165 | $9.8M | $256K | $2,099 | 0.28% | Not published | Form 5500 ↗ |
| 2024 | 147 | $8.8M | $285K | $2,191 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 138 | $6.3M | $244K | $2,033 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 132 | $5.9M | $215K | $1,915 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 121 | $6.3M | $185K | $2,126 | 0.75% | Not published | 5500-SF ↗ |
Other Nutmeg State Financial Cu plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Nutmeg State Financial Credit Union 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement, LLC | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Nutmeg State Financial Credit Union Defined Benefit Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Nutmeg State Financial Cu match 401(k) contributions?
The match terms for the Nutmeg State Financial Credit Union 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $256K in employer contributions, about $2,099 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Nutmeg State Financial Cu 401(k) match vested?
The vesting schedule for the Nutmeg State Financial Credit Union 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nutmeg State Financial Cu 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Smith Brothers Financial, LLC. The plan administrator is Nutmeg State Financial Cu.
I left Nutmeg State Financial Cu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nutmeg State Financial Cu, (860) 513-5053) or the recordkeeper, Smith Brothers Financial, LLC. The Nutmeg State Financial Cu old 401(k) page lists the contacts from every plan filing. Find an old Nutmeg State Financial Cu 401(k)
Data from the public Form 5500 annual reports Nutmeg State Financial Cu filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Nutmeg State Financial Cu. Not financial advice. Report a correction · Methodology