Find an old A Very Special Place 401(k)

Who to contact about an account in each of the 2 A Very Special Place plans, from the filings. Free, no sign-up, no Social Security number.

Defined Contribution Pension Plan for Employees of a Very Special Place, Inc.

A Very Special Place, Inc. · Plan 001 · EIN 13-3005006 · Staten Island, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorA Very Special Place, Inc.
49 Cedar Grove Avenue, Staten Island, NY 10306
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Investment CorpSchedule C ↗
Former employees with balances145 separated participants still had money in the planForm 5500 ↗

Tax Deferred Annuity Plan of a Very Special Place, Inc.

A Very Special Place, Inc. · Plan 002 · EIN 13-3005006 · Staten Island, NY

Active · plan year 2024 filingRetirement
Plan administratorA Very Special Place, Inc.
49 Cedar Grove Ave, Staten Island, NY 10306-5774
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

A Very Special Place 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually 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

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old A Very Special Place 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: A Very Special Place, Inc., (718) 987-1234. The accounts are held by the recordkeeper, Mutual of America Investment Corp. Have your Social Security number and dates of employment ready.

What is the A Very Special Place 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (718) 987-1234.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with A Very Special Place and does not hold accounts. Not financial advice. Report a correction