Find an old Casey Family Programs 401(k)

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

Casey Family Programs 403(b) Plan

Casey Family Programs · Plan 002 · EIN 91-0793881 · Seattle, WA

Active · plan year 2025 filing403(b)
Plan administratorCasey Family Programs
2001 8th Ave, Suite 2700, Seattle, WA 98121
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances196 separated participants still had money in the planForm 5500 ↗

Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust

Casey Family Programs · Plan 001 · EIN 91-0793881 · Seattle, WA

Active · plan year 2025 filingRetirement
Plan administratorCasey Family Programs
2001 8th Ave, Suite 2700, Seattle, WA 98121
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances198 separated participants still had money in the planForm 5500 ↗

Casey Family Programs 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 Casey Family Programs 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Casey Family Programs, (206) 378-4663. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Casey Family Programs 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (206) 378-4663.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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