Find an old Aaron Invstmnts Inc DBA Woodstock Outlet 401(k)

Who to contact about an account in each of the 2 Aaron Invstmnts Inc DBA Woodstock Outlet plans, from the filings. Free, no sign-up, no Social Security number.

Aaron Investments Inc. D/B/A Woodstock Outlet 401(k) Plan

Aaron Invstmnts Inc DBA Woodstock Outlet · Plan 001 · EIN 58-2029252 · Acworth, GA

Active · plan year 2024 filing401(k)
Plan administratorAaron Invstmnts Inc DBA Woodstock Outlet
100 Robin Road Ext, Acworth, GA 30102
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances14 separated participants still had money in the planForm 5500 ↗

Aaron Investments Inc Employee Stock Ownership Plan

Aaron Investments Inc DBA Woodstock Outlet · Plan 002 · EIN 58-2029252 · Acworth, GA

Active · plan year 2024 filingRetirement
Plan administratorAaron Investments Inc DBA Woodstock Outlet
100 Robin Road Extension, Acworth, GA 30102
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances15 separated participants still had money in the planForm 5500 ↗

Aaron Invstmnts Inc DBA Woodstock Outlet 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 Aaron Invstmnts Inc DBA Woodstock Outlet 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Aaron Invstmnts Inc DBA Woodstock Outlet, (678) 255-1015. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the Aaron Invstmnts Inc DBA Woodstock Outlet 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (678) 255-1015.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Aaron Invstmnts Inc DBA Woodstock Outlet and does not hold accounts. Not financial advice. Report a correction