Find an old Nutmeg State Financial Cu 401(k)
Nutmeg State Financial Credit Union 401(k) Plan
Nutmeg State Financial Cu · Plan 003 · EIN 06-0655039 · Rocky Hill, CT
| Plan administrator | Nutmeg State Financial Cu 500 Enterprise Dr. Ste. 4a, Rocky Hill, CT 06067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Smith Brothers Financial, LLC | Schedule C ↗ |
| Former employees with balances | 31 separated participants still had money in the plan | Form 5500 ↗ |
Nutmeg State Financial Credit Union 401(k) Plan
Nutmeg State Financial Credit Union · Plan 002 · EIN 06-0655039 · Rocky Hill, CT
| Plan administrator | Nutmeg State Financial Credit Union 500 Enterprise Dr., Suite 4a, Rocky Hill, CT 06067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pcs Retirement, LLC | Schedule C ↗ |
| Former employees with balances | 46 separated participants still had money in the plan | Form 5500 ↗ |
Nutmeg State Financial Credit Union Defined Benefit Plan and Trust
Nutmeg State Financial Credit Union · Plan 001 · EIN 06-0655039 · Rocky Hill, CT
| Plan administrator | Nutmeg State Financial Credit Union 500 Enterprise Dr Suite 4a, Rocky Hill, CT 06067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Nutmeg State Financial Cu 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Nutmeg State Financial Cu 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Nutmeg State Financial Cu, (860) 513-5053. The accounts are held by the recordkeeper, Smith Brothers Financial, LLC. Have your Social Security number and dates of employment ready.
What is the Nutmeg State Financial Cu 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (860) 513-5053.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Nutmeg State Financial Cu and does not hold accounts. Not financial advice. Report a correction