Find an old Allison Transmission 401(k)
Allison Transmission Employee Retirement Savings Plan
Allison Transmission, Inc. · Plan 001 · EIN 26-0413897 · Indianapolis, IN
| Plan administrator | Allison Transmission, Inc. One Allison Way, Indianapolis, in 46222 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 373 separated participants still had money in the plan | Form 5500 ↗ |
Allison Transmission Hourly Employee Savings Plan
Allison Transmission, Inc. · Plan 002 · EIN 26-0413897 · Indianapolis, IN
| Plan administrator | Allison Transmission, Inc. One Allison Way, Indianapolis, in 46222 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 245 separated participants still had money in the plan | Form 5500 ↗ |
Allison Transmission Hourly-Rate Employees Pension Plan
Allison Transmission, Inc. · Plan 004 · EIN 26-0413897 · Indianapolis, IN
| Plan administrator | Allison Transmission, Inc. One Allison Way, Indianapolis, in 46222-3271 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Trust Company | Schedule C ↗ |
| Former employees with balances | 105 separated participants still had money in the plan | Form 5500 ↗ |
Allison Transmission Retirement Program for Salaried Employees
Allison Transmission, Inc. · Plan 003 · EIN 26-0413897 · Indianapolis, IN
| Plan administrator | Allison Transmission, Inc. One Allison Way, Indianapolis, in 46222-3271 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Trust Company | Schedule C ↗ |
| Former employees with balances | 90 separated participants still had money in the plan | Form 5500 ↗ |
Allison Transmission 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 Allison Transmission 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Allison Transmission, Inc., (317) 242-3561. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Allison Transmission 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (317) 242-3561.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Allison Transmission and does not hold accounts. Not financial advice. Report a correction