Find an old Cattlemens, a California 401(k)

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

Cattlemens 401(k) Plan

Cattlemens, a California Corporation · Plan 002 · EIN 94-1729627 · Rohnert Park, CA

Active · plan year 2024 filing401(k)
Plan administratorCattlemens, a California Corporation
101 Golf Course Drive, Suite A230, Rohnert Park, CA 94928
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Life Insurance Co. USASchedule C ↗
Former employees with balances69 separated participants still had money in the planForm 5500 ↗

Cattlemens Profit Sharing Plan

Cattlemens, Inc. · Plan 001 · EIN 94-1729627 · Rohnert Park, CA

Terminated · plan year 2023 filingProfit-sharing
Plan administratorCattlemens, Inc.
101 Golf Course Dr Suite A230, Rohnert Park, CA 94928
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Cattlemens, a California 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 Cattlemens, a California 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Cattlemens, a California Corporation, (707) 528-1040. The accounts are held by the recordkeeper, John Hancock Life Insurance Co. USA. Have your Social Security number and dates of employment ready.

What is the Cattlemens, a California 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (707) 528-1040.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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