Find an old Academy of Natural Sciences of Philadelphia 401(k)

Who to contact about an account in the Academy of Natural Sciences of Philadelphia plan, from the filings. Free, no sign-up, no Social Security number.

The Academy of Natural Sciences Pension Plan

Academy of Natural Sciences of Philadelphia · Plan 001 · EIN 23-1352000 · Philadelphia, PA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorAcademy of Natural Sciences of Philadelphia
1900 Benjamin Franklin Parkway, Philadelphia, PA 19103
Form 5500 ↗
Recordkeeper (who holds the accounts)Usi Consulting GroupSchedule C ↗
Former employees with balances62 separated participants still had money in the planForm 5500 ↗

Academy of Natural Sciences of Philadelphia 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 Academy of Natural Sciences of Philadelphia 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Academy of Natural Sciences of Philadelphia, (215) 299-1000. The accounts are held by the recordkeeper, Usi Consulting Group. Have your Social Security number and dates of employment ready.

What is the Academy of Natural Sciences of Philadelphia 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (215) 299-1000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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