Find an old Board of Trustees, Western Region N 401(k)
Western Region Neca 401(k) Plan
Board of Trustees, Western Region N · Plan 333 · EIN 33-0670046 · Spokane, WA
| Plan administrator | National Professional Planning Grou 494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Financial Life Insuran | Schedule C ↗ |
| Former employees with balances | 194 separated participants still had money in the plan | Form 5500 ↗ |
Western Regions Neca 401(k) Plan
Board of Trustees, Western Regions Neca 401(k) Plan · Plan 001 · EIN 33-0670046 · Spokane, WA
| Plan administrator | National Benefit Services, LLC 8523 South Redwood Road, West Jordan, UT 84088 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Financial Life Company | Schedule C ↗ |
| Former employees with balances | 172 separated participants still had money in the plan | Form 5500 ↗ |
Coast Benefits 401(k) Plan
Coast Benefits, Inc. · Plan 002 · EIN 33-0670046 · San Diego, CA
| Plan administrator | Coast Benefits, Inc. 3530 Camino Del Rio N, Ste 110, San Diego, CA 92108 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Board of Trustees, Western Region N 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, Western Region N 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: National Professional Planning Grou, (732) 758-1577. The accounts are held by the recordkeeper, Transamerica Financial Life Insuran. Have your Social Security number and dates of employment ready.
What is the Board of Trustees, Western Region N 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (732) 758-1577.
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, Western Region N and does not hold accounts. Not financial advice. Report a correction