Find an old Best & Flanagan 401(k)

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

Best & Flanagan LLP 401(k) Profit Sharing Plan

Best & Flanagan LLP · Plan 003 · EIN 41-0150277 · Minneapolis, MN

Active · plan year 2024 filing401(k)
Plan administratorBest & Flanagan LLP
60 S 6th St Ste 2700, Minneapolis, MN 55402
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances39 separated participants still had money in the planForm 5500 ↗

Best & Flanagan LLP Frozen Money Purchase Pension Plan

Best & Flanagan LLP Frozen · Plan 002 · EIN 41-0150277 · Minneapolis, MN

Terminated · plan year 2022 filingRetirement
Plan administratorBest & Flanagan LLP Frozen
60 S 6th St Ste 2700, Minneapolis, MN 55402
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Best & Flanagan 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 Best & Flanagan 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Best & Flanagan LLP, (612) 339-7121. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.

What is the Best & Flanagan 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (612) 339-7121.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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