Find an old Aunt Marthas Health and Wellness 401(k)
Aunt Martha'S Health and Wellness 403(b) Plan
Aunt Marthas Health and Wellness, Inc. · Plan 002 · EIN 23-7188150 · Olympia Fields, IL
| Plan administrator | Aunt Marthas Health and Wellness, Inc. 19990 Governors Hwy, Olympia Fields, IL 60461 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 50 separated participants still had money in the plan | Form 5500 ↗ |
Aunt Marthas Health and Wellness 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Aunt Marthas Health and Wellness 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Aunt Marthas Health and Wellness, Inc., (708) 747-7100. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Aunt Marthas Health and Wellness 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (708) 747-7100.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Aunt Marthas Health and Wellness and does not hold accounts. Not financial advice. Report a correction