Find an old Asbestos Workers Syracuse Annuity Fund 401(k)

Who to contact about an account in the Asbestos Workers Syracuse Annuity Fund plan, from the filings. Free, no sign-up, no Social Security number.

Asbestos Workers Syracuse Annuity Fund

Asbestos Workers Syracuse Annuity Fund · Plan 002 · EIN 16-1298413 · East Syracuse, NY

Active · plan year 2024 filingRetirement
Plan administratorAsbestos Workers Syracuse Annuity Fund
5 Adler Dr., Suite 3, East Syracuse, NY 13057
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal InvestmentsSchedule C ↗
Former employees with balances87 separated participants still had money in the planForm 5500 ↗

Asbestos Workers Syracuse Annuity Fund 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 Asbestos Workers Syracuse Annuity Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Asbestos Workers Syracuse Annuity Fund, (315) 424-1809. The accounts are held by the recordkeeper, Principal Investments. Have your Social Security number and dates of employment ready.

What is the Asbestos Workers Syracuse Annuity Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (315) 424-1809.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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