Find an old Chapel Hill Residential Center 401(k)

Who to contact about an account in each of the 2 Chapel Hill Residential Center plans, from the filings. Free, no sign-up, no Social Security number.

The Carol Woods Retirement Plan

The Chapel Hill Residential Center, Inc. · Plan 001 · EIN 23-7271041 · Chapel Hill, NC

Active · plan year 2024 filing403(b)
Plan administratorThe Chapel Hill Residential Center, Inc.
750 Weaver Dairy Road, Chapel Hill, NC 27514
Form 5500 ↗
Recordkeeper (who holds the accounts)Ascensus LLCSchedule C ↗
Former employees with balances76 separated participants still had money in the planForm 5500 ↗

The Carol Woods Profit Sharing Plan

Carol Woods Retirement Center · Plan 002 · EIN 23-7271041 · Chapel Hill, NC

Active · plan year 2024 filingProfit-sharing
Plan administratorCarol Woods Retirement Center
Retirement Center, Inc, 750 Weaver Dairy Road, Chapel Hill, NC 27514
Form 5500 ↗
Recordkeeper (who holds the accounts)Ascensus LLCSchedule C ↗
Former employees with balances57 separated participants still had money in the planForm 5500 ↗

Chapel Hill Residential Center 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 Chapel Hill Residential Center 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Chapel Hill Residential Center, Inc., (919) 918-3280. The accounts are held by the recordkeeper, Ascensus LLC. Have your Social Security number and dates of employment ready.

What is the Chapel Hill Residential Center 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (919) 918-3280.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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