Find an old Bdo USA 401(k)

Who to contact about an account in each of the 4 Bdo USA plans, from the filings. Free, no sign-up, no Social Security number.

Bdo USA Retirement Plan

Bdo USA, P.C. · Plan 001 · EIN 13-5381590 · Chicago, IL

Active · plan year 2024 filing401(k)
Plan administratorBdo USA, P.C.
330 North Wabash, Suite 3200, Chicago, IL 60011
Form 5500 ↗
Recordkeeper (who holds the accounts)T Rowe Price Rps IncSchedule C ↗
Former employees with balances4,380 separated participants still had money in the planForm 5500 ↗

Bdo USA Employee Stock Ownership Plan

Bdo USA, P.C. · Plan 002 · EIN 13-5381590 · Chicago, IL

Active · plan year 2023 filingRetirement
Plan administratorBdo USA, P.C.
330 North Wabash, Suite 3200, Chicago, IL 60011
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances62 separated participants still had money in the planForm 5500 ↗

Bdo USA Employee Stock Ownership Plan

Bdo USA, P.C. · Plan 004 · EIN 13-5381590 · Chicago, IL

Active · plan year 2024 filingRetirement
Plan administratorBdo USA, P.C.
330 North Wabash, Suite 3200, Chicago, IL 60011
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 ↗

Bdo USA, LLP Cash Balance Plan

Bdo USA, P.C. · Plan 003 · EIN 13-5381590 · Chicago, IL

Terminated · plan year 2024 filingPension (defined benefit)
Plan administratorBdo USA, P.C.
330 North Wabash, Suite 3200, Chicago, IL 60611
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Bdo USA 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 Bdo USA 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Bdo USA, P.C., (704) 887-4235. The accounts are held by the recordkeeper, T Rowe Price Rps Inc. Have your Social Security number and dates of employment ready.

What is the Bdo USA 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (704) 887-4235.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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