Find an old Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) 401(k)

Who to contact about an account in each of the 2 Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) plans, from the filings. Free, no sign-up, no Social Security number.

Allient Incorporated 401(k) Tax Advantaged Investment Plan

Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) · Plan 003 · EIN 84-0518115 · Amherst, NY

Active · plan year 2024 filing401(k)
Plan administratorAllient Inc. (F/K/A/ Allied Motion Technologies Inc.)
495 Commerce Drive, Suite 3, Amherst, NY 14228
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances296 separated participants still had money in the planForm 5500 ↗

Allied Motion Technologies Inc. Employees' Stock Ownership Plan

Allient Inc. (F/K/A Allied Motion Technologies Inc.) · Plan 002 · EIN 84-0518115 · Amherst, NY

Active · plan year 2024 filingRetirement
Plan administratorAllient Inc. (F/K/A Allied Motion Technologies Inc.)
495 Commerce Drive, Suite 3, Amherst, NY 14228
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances242 separated participants still had money in the planForm 5500 ↗

Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) 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 Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Allient Inc. (F/K/A/ Allied Motion Technologies Inc.), (716) 242-8634. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (716) 242-8634.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) and does not hold accounts. Not financial advice. Report a correction