Find an old Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k)
Laborers Annuity Plan for Northern California
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity · Plan 002 · EIN 94-6277608 · Pleasanton, CA
| Plan administrator | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 5672 Stoneridge Drive, Suite 100, Pleasanton, CA 94588 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 47,967 separated participants still had money in the plan | Form 5500 ↗ |
Laborers Pension Trust Fund for Northern California
Board of Trustees Laborers Pension Trust Fund for Northern California · Plan 001 · EIN 94-6277608 · Pleasanton, CA
| Plan administrator | Board of Trustees Laborers Pension Trust Fund for Northern California 5672 Stoneridge Drive Suite 100, Pleasanton, CA 94588 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Tda Investment Group | Schedule C ↗ |
| Former employees with balances | 10,921 separated participants still had money in the plan | Form 5500 ↗ |
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- 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 Laborers Pension Trust Fund for Nor Cal-Annuity 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity, (707) 864-2800. Have your Social Security number and dates of employment ready.
What is the Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (707) 864-2800.
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 Laborers Pension Trust Fund for Nor Cal-Annuity and does not hold accounts. Not financial advice. Report a correction