Find an old Board of Trustees I.A.M. 401(k) Fund 401(k)

Who to contact about an account in the Board of Trustees I.A.M. 401(k) Fund plan, from the filings. Free, no sign-up, no Social Security number.

I.A.M. National Plan

Board of Trustees I.A.M. 401(k) Fund · Plan 003 · EIN 32-0443423 · Washington, DC

Active · plan year 2024 filingProfit-sharing
Plan administratorBoard of Trustees I.A.M. 401(k) Fund
99 M Street, SE, Washington, DC 20003-4595
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Retirement Plan ServicSchedule C ↗
Former employees with balances11,182 separated participants still had money in the planForm 5500 ↗

Board of Trustees I.A.M. 401(k) Fund 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 Board of Trustees I.A.M. 401(k) Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trustees I.A.M. 401(k) Fund. The accounts are held by the recordkeeper, John Hancock Retirement Plan Servic. Have your Social Security number and dates of employment ready.

What is the Board of Trustees I.A.M. 401(k) Fund 401(k) phone number?

The latest filing does not list a phone number for the plan administrator.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Board of Trustees I.A.M. 401(k) Fund and does not hold accounts. Not financial advice. Report a correction