Find an old Board of Trustees of U.A. Local No. 159 Defined Contribution Plan 401(k)

Who to contact about an account in each of the 2 Board of Trustees of U.A. Local No. 159 Defined Contribution Plan plans, from the filings. Free, no sign-up, no Social Security number.

U. A. Local No. 159 Defined Contribution Plan

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan · Plan 003 · EIN 94-2859426 · Dublin, CA

Active · plan year 2024 filing401(k)
Plan administratorBoard of Trustees of U.A. Local No. 159 Defined Contribution Plan
4160 Dublin Boulevard, Suite 100, Dublin, CA 94568-7756
Form 5500 ↗
Recordkeeper (who holds the accounts)Hs&Ba, Inc.Schedule C ↗
Former employees with balances79 separated participants still had money in the planForm 5500 ↗

U. A. Local No. 159 Defined Benefit Plan

Board of Trustees of U.A. Local No. 159 Pension Trust · Plan 001 · EIN 94-2859426 · Dublin, CA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorBoard of Trustees of U.A. Local No. 159 Pension Trust
4160 Dublin Boulevard, Suite 100, Dublin, CA 94568-7756
Form 5500 ↗
Recordkeeper (who holds the accounts)Ua Local 159Schedule C ↗
Former employees with balances174 separated participants still had money in the planForm 5500 ↗

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan 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 of U.A. Local No. 159 Defined Contribution Plan 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trustees of U.A. Local No. 159 Defined Contribution Plan, (925) 833-7300. The accounts are held by the recordkeeper, Hs&Ba, Inc.. Have your Social Security number and dates of employment ready.

What is the Board of Trustees of U.A. Local No. 159 Defined Contribution Plan 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (925) 833-7300.

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 of U.A. Local No. 159 Defined Contribution Plan and does not hold accounts. Not financial advice. Report a correction