Find an old Boart Longyear 401(k)

Who to contact about an account in each of the 2 Boart Longyear plans, from the filings. Free, no sign-up, no Social Security number.

Boart Longyear Company 401(k) Savings Plan

Boart Longyear Company · Plan 005 · EIN 87-0503343 · West Valley, UT

Active · plan year 2024 filing401(k)
Plan administratorBoart Longyear Company
2455 S 3600 W, West Valley, UT 84119
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,131 separated participants still had money in the planForm 5500 ↗

Boart Longyear Company Pension Plan and Trust

Boart Longyear Company · Plan 001 · EIN 87-0503343 · West Valley City, UT

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorBoart Longyear Company
2455 S 3600 W, West Valley City, UT 84119-1127
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances62 separated participants still had money in the planForm 5500 ↗

Boart Longyear 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 Boart Longyear 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Boart Longyear Company, (801) 952-8390. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Boart Longyear 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (801) 952-8390.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Boart Longyear and does not hold accounts. Not financial advice. Report a correction