Find an old Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 401(k)
The Legal Aid Society Retirement Plan
The Legal Aid Society · Plan 006 · EIN 13-5562265 · New York, NY
| Plan administrator | The Legal Aid Society 199 Water Street 6th Floor, New York, NY 10038-3526 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 155 separated participants still had money in the plan | Form 5500 ↗ |
The Legal Aid Society Staff Attorneys Pension Plan
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan · Plan 004 · EIN 13-5562265 · Westbury, NY
| Plan administrator | Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 1400 Old Country Rd., Suite 406, Westbury, NY 11590 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc. | Schedule C ↗ |
| Former employees with balances | 870 separated participants still had money in the plan | Form 5500 ↗ |
The Legal Aid Society Retirement Plan
The Legal Aid Society · Plan 001 · EIN 13-5562265 · New York, NY
| Plan administrator | The Legal Aid Society 199 Water Street, 6th Floor, New York, NY 10038 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 75 separated participants still had money in the plan | Form 5500 ↗ |
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 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 the Legal Aid Society Staff Attorneys Pen. Plan 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Legal Aid Society, (212) 577-3372. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 577-3372.
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 the Legal Aid Society Staff Attorneys Pen. Plan and does not hold accounts. Not financial advice. Report a correction