Find an old Arizona Center for Hematology and Oncology, P.L.C. 401(k)

Who to contact about an account in each of the 2 Arizona Center for Hematology and Oncology, P.L.C. plans, from the filings. Free, no sign-up, no Social Security number.

Arizona Center for Hematology and Oncology, P.L.C. Profit Sharing Plan

Arizona Center for Hematology and Oncology, P.L.C. · Plan 001 · EIN 86-0930581 · Scottsdale, AZ

Active · plan year 2024 filing401(k)
Plan administratorArizona Center for Hematology and Oncology, P.L.C.
8283 N Hayden Rd, #100, Scottsdale, AZ 85258
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances133 separated participants still had money in the planForm 5500 ↗

Arizona Center for Hematology and Oncology, P.L.C. Cash Balance Pension Plan

Arizona Center for Hematology and Oncology, P.L.C. · Plan 004 · EIN 86-0930581 · Scottsdale, AZ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorArizona Center for Hematology and Oncology, P.L.C.
7975 North Hayden Road Suite C-100, Scottsdale, AZ 85258
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Arizona Center for Hematology and Oncology, P.L.C. 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 Arizona Center for Hematology and Oncology, P.L.C. 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Arizona Center for Hematology and Oncology, P.L.C., (602) 938-2848. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Arizona Center for Hematology and Oncology, P.L.C. 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (602) 938-2848.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Arizona Center for Hematology and Oncology, P.L.C. and does not hold accounts. Not financial advice. Report a correction