Find an old Association of Universities for Research in Astronomy 401(k)

Who to contact about an account in each of the 2 Association of Universities for Research in Astronomy plans, from the filings. Free, no sign-up, no Social Security number.

The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan

Association of Universities for Research in Astronomy, Inc. · Plan 006 · EIN 86-0138043 · Washington, DC

Active · plan year 2024 filing403(b)
Plan administratorElvira Urquidez
1331 Pennsylvania Ave NW, Suite 1475, Washington, DC 20004
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances607 separated participants still had money in the planForm 5500 ↗

Aura, Inc. Money Purchase Pension Plan and Trust

Association of Universities for Research in Astronomy, Inc. · Plan 004 · EIN 86-0138043 · Washington, DC

Active · plan year 2024 filingRetirement
Plan administratorElvira Urquidez
1331 Pennsylvania Ave NW, Suite 1475, Washington, DC 20004
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,145 separated participants still had money in the planForm 5500 ↗

Association of Universities for Research in Astronomy 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 Universities for Research in Astronomy 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Elvira Urquidez, (520) 318-8241. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Association of Universities for Research in Astronomy 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (520) 318-8241.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Association of Universities for Research in Astronomy and does not hold accounts. Not financial advice. Report a correction