Find an old AFL-CIO Appalachian Council 401(k)

Who to contact about an account in each of the 2 AFL-CIO Appalachian Council plans, from the filings. Free, no sign-up, no Social Security number.

Afl-Cio Appalachian Council 401(k) Plan

Afl-Cio Appalachian Council, Inc. · Plan 002 · EIN 55-0487053 · Charleston, WV

Active · plan year 2024 filing401(k)
Plan administratorAfl-Cio Appalachian Council, Inc.
501 Leon Sullivan Road, Charleston, WV 25301-1246
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances59 separated participants still had money in the planForm 5500 ↗

Afl-Cio Appalachian Council Collectively Bargained Employees Pension Plan & Trust

Afl-Cio Appalachian Council · Plan 001 · EIN 55-0487053 · Charleston, WV

Terminated · plan year 2022 filingRetirement
Plan administratorAfl-Cio Appalachian Council
501 Leon Sullivan Way, Charleston, WV 25301
Form 5500 ↗
Recordkeeper (who holds the accounts)Ameriserv Trust & Financial ServiceSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

AFL-CIO Appalachian Council 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 AFL-CIO Appalachian Council 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Afl-Cio Appalachian Council, Inc., (304) 932-9403. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the AFL-CIO Appalachian Council 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (304) 932-9403.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with AFL-CIO Appalachian Council and does not hold accounts. Not financial advice. Report a correction