Find an old Association of the Bar of the City of New York 401(k)

Who to contact about an account in each of the 2 Association of the Bar of the City of New York plans, from the filings. Free, no sign-up, no Social Security number.

Association of the Bar of the City of New York 401(k) Plan

The Association of the Bar of the City of New York · Plan 002 · EIN 13-0453095 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorThe Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036-6690
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances100 separated participants still had money in the planForm 5500 ↗

Retirement Plan of the Association of the Bar of the City of New York

The Association of the Bar of the City of New York · Plan 001 · EIN 13-0453095 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorThe Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036-6690
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances26 separated participants still had money in the planForm 5500 ↗

Association of the Bar of the City of New York 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 Association of the Bar of the City of New York 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Association of the Bar of the City of New York, (212) 382-6640. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Association of the Bar of the City of New York 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 382-6640.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Association of the Bar of the City of New York and does not hold accounts. Not financial advice. Report a correction