Find an old Acts Retirement - Life Communities 401(k)
Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k)
Acts Retirement - Life Communities, Inc. · Plan 002 · EIN 23-1900132 · Ft Washington, PA
| Plan administrator | Acts Retirement - Life Communities, Inc. Acts Corporate Services Center, 420 Delaware Drive, Ft Washington, PA 19034-2711 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Former employees with balances | 1,035 separated participants still had money in the plan | Form 5500 ↗ |
Peninsula United Methodist Homes, Inc. 401(k) Plan
Acts Retirement - Life Communities, Inc. · Plan 003 · EIN 23-1900132 · Ft Washington, PA
| Plan administrator | Acts Retirement - Life Communities, Inc. Acts Corporate Services Center, 420 Delaware Drive, PO Box 2222, Ft Washington, PA 19034-2711 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Former employees with balances | 29 separated participants still had money in the plan | Form 5500 ↗ |
Acts Retirement - Life Communities 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 Acts Retirement - Life Communities 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Acts Retirement - Life Communities, Inc., (215) 661-8330. The accounts are held by the recordkeeper, Merrill Lynch, Pierce, Fenner and S. Have your Social Security number and dates of employment ready.
What is the Acts Retirement - Life Communities 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 661-8330.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Acts Retirement - Life Communities and does not hold accounts. Not financial advice. Report a correction