Find an old Center for Mental Health 401(k)
Center for Mental Health 401(k) Profit Sharing Plan & Trust
Center for Mental Health · Plan 001 · EIN 81-0347441 · Great Falls, MT
| Plan administrator | Center for Mental Health 915 1st Avenue South, PO Box 3089, Great Falls, MT 59403-3089 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins Co of Amer | Schedule C ↗ |
| Former employees with balances | 44 separated participants still had money in the plan | Form 5500 ↗ |
Center for Mental Health 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 Center for Mental Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Center for Mental Health, (406) 771-8648. The accounts are held by the recordkeeper, Empower Annuity Ins Co of Amer. Have your Social Security number and dates of employment ready.
What is the Center for Mental Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (406) 771-8648.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Center for Mental Health and does not hold accounts. Not financial advice. Report a correction