Find an old Cline Design Associates 401(k)
Cline Design Associates PA 401k Profit Sharing Plan and Trust
Cline Design Associates PA · Plan 001 · EIN 56-1664790 · Raleigh, NC
| Plan administrator | Pentegra Retirement Services, Inc 2261 Market Street, Suite 86302, San Francisco, CA 94114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Morgan Stanley Smith Barney | Schedule C ↗ |
| Former employees with balances | 40 separated participants still had money in the plan | Form 5500 ↗ |
Cline Design Employee Stock Ownership Plan
Cline Design Associates, P.A. · Plan 002 · EIN 56-1664790 · Raleigh, NC
| Plan administrator | Cline Design Associates, P.A. 125 N Harrington Street, Raleigh, NC 27603 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 32 separated participants still had money in the plan | Form 5500 ↗ |
Cline Design Associates 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 Cline Design Associates 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Pentegra Retirement Services, Inc, (844) 367-2848. The accounts are held by the recordkeeper, Morgan Stanley Smith Barney. Have your Social Security number and dates of employment ready.
What is the Cline Design Associates 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (844) 367-2848.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Cline Design Associates and does not hold accounts. Not financial advice. Report a correction