Find an old Case Western Reserve University 401(k)
Faculty and Key Administrative Employee'S Retirement Plan a
Case Western Reserve University · Plan 002 · EIN 34-1018992 · Cleveland, OH
| Plan administrator | Case Western Reserve University 10900 Euclid Avenue, Crawford Hall 320, Loc 7047, Cleveland, OH 44106 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Vanguard Group Inc. | Schedule C ↗ |
| Former employees with balances | 3,730 separated participants still had money in the plan | Form 5500 ↗ |
Employees Supplemental Retirement Plan C
Case Western Reserve University · Plan 007 · EIN 34-1018992 · Cleveland, OH
| Plan administrator | Case Western Reserve University 10900 Euclid Avenue, Crawford Hall 320, Loc 7047, Cleveland, OH 44106 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Vanguard Group Inc. | Schedule C ↗ |
| Former employees with balances | 3,465 separated participants still had money in the plan | Form 5500 ↗ |
Case Western Reserve University Employees Retirement Plan B
Case Western Reserve University · Plan 003 · EIN 34-1018992 · Cleveland, OH
| Plan administrator | Case Western Reserve University 10900 Euclid Avenue, Crawford Hall 320, Loc 7047, Cleveland, OH 44106 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 2,790 separated participants still had money in the plan | Form 5500 ↗ |
Case Western Reserve University 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 Case Western Reserve University 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Case Western Reserve University, (216) 368-2000. The accounts are held by the recordkeeper, Vanguard Group Inc.. Have your Social Security number and dates of employment ready.
What is the Case Western Reserve University 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (216) 368-2000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Case Western Reserve University and does not hold accounts. Not financial advice. Report a correction