Find an old Ats Esop Holdings 401(k)

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

Ats 401(k) Plan

Ats ESOP Holdings, Inc. · Plan 001 · EIN 84-4088111 · Reston, VA

Active · plan year 2025 filing401(k)
Plan administratorAts ESOP Holdings, Inc.
11091 Sunset Hills Road, Suite 200, Reston, VA 20190
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances177 separated participants still had money in the planForm 5500 ↗

Ats ESOP Holdings, Inc. Employee Stock Ownership Plan

Ats ESOP Holdings, Inc. · Plan 002 · EIN 84-4088111 · Reston, VA

Active · plan year 2024 filingRetirement
Plan administratorAts ESOP Holdings, Inc.
11091 Sunset Hills Rd, Suite 200, Reston, VA 20190
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances82 separated participants still had money in the planForm 5500 ↗

Ats Esop Holdings 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 Ats Esop Holdings 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ats ESOP Holdings, Inc., (571) 262-0605. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Ats Esop Holdings 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (571) 262-0605.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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