Find an old American Student Assistance D/B/A American Student Assistance 401(k)

Who to contact about an account in each of the 3 American Student Assistance D/B/A American Student Assistance plans, from the filings. Free, no sign-up, no Social Security number.

American Student Assistance 403 (B) Retirement Plan

American Student Assistance D/B/A American Student Assistance · Plan 003 · EIN 04-2254705 · Boston, MA

Active · plan year 2024 filing403(b)
Plan administratorAmerican Student Assistance D/B/A American Student Assistance
33 Arch Street, 21st Floor, Boston, MA 02110
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Insurance & AnnuitySchedule C ↗
Former employees with balances216 separated participants still had money in the planForm 5500 ↗

American Student Assistance Employee 401(a) Retirement Plan

American Student Assistance · Plan 002 · EIN 04-2254705 · Boston, MA

Terminated · plan year 2022 filingProfit-sharing
Plan administratorAmerican Student Assistance
33 Arch Street, 21st Floor, Boston, MA 02110
Form 5500 ↗
Recordkeeper (who holds the accounts)Milliman, Inc.Schedule 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 ↗

American Student Assistance Employee Pension Plan

Massachusetts Higher Education Assistance Corp · Plan 001 · EIN 04-2254705 · Boston, MA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorMassachusetts Higher Education Assistance Corp
33 Arch Street, Suite 2100, Boston, MA 02110
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

American Student Assistance D/B/A American Student Assistance 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 American Student Assistance D/B/A American Student Assistance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: American Student Assistance D/B/A American Student Assistance, (800) 999-9080. The accounts are held by the recordkeeper, Voya Retirement Insurance & Annuity. Have your Social Security number and dates of employment ready.

What is the American Student Assistance D/B/A American Student Assistance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (800) 999-9080.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with American Student Assistance D/B/A American Student Assistance and does not hold accounts. Not financial advice. Report a correction