Find an old Barley Snyder 401(k)

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

Barley Snyder Savings Plan

Barley Snyder LLP · Plan 002 · EIN 23-1499543 · Lancaster, PA

Active · plan year 2025 filing401(k)
Plan administratorBarley Snyder LLP
126 East King Street, Lancaster, PA 17602-2893
Form 5500 ↗
Recordkeeper (who holds the accounts)Fulton Financial AdvisorsSchedule C ↗
Former employees with balances43 separated participants still had money in the planForm 5500 ↗

Barley Snyder Profit Sharing Plan

Barley Snyder LLP · Plan 003 · EIN 23-1499543 · Lancaster, PA

Active · plan year 2025 filingProfit-sharing
Plan administratorBarley Snyder LLP
126 East King Street, Lancaster, PA 17602
Form 5500 ↗
Recordkeeper (who holds the accounts)Conrad SiegelSchedule C ↗
Former employees with balances18 separated participants still had money in the planForm 5500 ↗

Barley Snyder 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 Barley Snyder 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Barley Snyder LLP, (717) 299-5201. The accounts are held by the recordkeeper, Fulton Financial Advisors. Have your Social Security number and dates of employment ready.

What is the Barley Snyder 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (717) 299-5201.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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