Find an old Anywhere Real Estate Group 401(k)

Who to contact about an account in each of the 2 Anywhere Real Estate Group plans, from the filings. Free, no sign-up, no Social Security number.

Anywhere Real Estate Group LLC Employee Savings Plan

Anywhere Real Estate Group LLC · Plan 001 · EIN 20-4381990 · Madison, NJ

Active · plan year 2024 filing401(k)
Plan administratorAnywhere Real Estate Group LLC
175 Park Avenue, Madison, NJ 07940
Form 5500 ↗
Recordkeeper (who holds the accounts)Merrill Lynch, Pierce, Fenner and SSchedule C ↗
Former employees with balances2,231 separated participants still had money in the planForm 5500 ↗

Anywhere Real Estate Group LLC Pension Plan

Anywhere Real Estate Group LLC · Plan 004 · EIN 20-4381990 · Parsippany, NJ

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorAnywhere Real Estate Group LLC
1 Campus Drive, Parsippany, NJ 07054-0642
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances254 separated participants still had money in the planForm 5500 ↗

Anywhere Real Estate Group 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 Anywhere Real Estate Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Anywhere Real Estate Group LLC, (973) 407-5296. 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 Anywhere Real Estate Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (973) 407-5296.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Anywhere Real Estate Group and does not hold accounts. Not financial advice. Report a correction