Find an old Caldwell & Gregory 401(k)
Caldwell & Gregory LLC 401(k) Plan
Caldwell & Gregory LLC · Plan 001 · EIN 26-3497193 · Manakin Sabot, VA
Active · plan year 2025 filing401(k)
| Plan administrator | Caldwell & Gregory LLC 129 Broad Street Rd Ste a, Manakin Sabot, VA 23103-2260 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 27 separated participants still had money in the plan | Form 5500 ↗ |
Caldwell & Gregory 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 Caldwell & Gregory 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Caldwell & Gregory LLC, (804) 784-7415. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Caldwell & Gregory 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (804) 784-7415.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Caldwell & Gregory and does not hold accounts. Not financial advice. Report a correction