Find an old Ara Health Specialists 401(k)

Who to contact about an account in each of the 2 Ara Health Specialists plans, from the filings. Free, no sign-up, no Social Security number.

Ara Health Specialists, P.A. 401(k) Profit Sharing Plan

Ara Health Specialists, P. A. · Plan 001 · EIN 56-0946251 · Asheville, NC

Active · plan year 2024 filing401(k)
Plan administratorAra Health Specialists, P. A.
P.O. Box 2959, Asheville, NC 28802
Form 5500 ↗
Recordkeeper (who holds the accounts)Linden Thomas & CompanySchedule C ↗
Former employees with balances61 separated participants still had money in the planForm 5500 ↗

Ara Health Specialists, P.A. Cash Balance Pension Plan

Ara Health Specialists, P.A. · Plan 002 · EIN 56-0946251 · Asheville, NC

Active · plan year 2024 filingPension (defined benefit)
Plan administratorAra Health Specialists, P.A.
513 Mcdowell Street, Asheville, NC 28803
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Ara Health Specialists 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 Ara Health Specialists 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ara Health Specialists, P. A., (828) 490-7249. The accounts are held by the recordkeeper, Linden Thomas & Company. Have your Social Security number and dates of employment ready.

What is the Ara Health Specialists 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (828) 490-7249.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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