Find an old Berklee College of Music 401(k)

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

Berklee College of Music, Inc. 403(b) Retirement Savings Plan

Berklee College of Music, Inc. · Plan 002 · EIN 04-2300472 · Boston, MA

Active · plan year 2025 filing403(b)
Plan administratorBerklee College of Music, Inc.
1140 Boylston Street, Ms 855 HR, Boston, MA 02215-3693
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances1,140 separated participants still had money in the planForm 5500 ↗

Berklee College of Music, Inc. Retirement Plan

Berklee College of Music, Inc. · Plan 001 · EIN 04-2300472 · Boston, MA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorBerklee College of Music, Inc.
855 Boylston St, 4th Floor, Boston, MA 02215-3693
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances318 separated participants still had money in the planForm 5500 ↗

Berklee College of Music 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 Berklee College of Music 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Berklee College of Music, Inc., (617) 747-2375. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Berklee College of Music 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (617) 747-2375.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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