Find an old Coach & Equipment Manufacturing 401(k)

Who to contact about an account in each of the 2 Coach & Equipment Manufacturing plans, from the filings. Free, no sign-up, no Social Security number.

Coach & Equipment Manufacturing Union 401(k) Plan

Coach & Equipment Manufacturing Corporation · Plan 002 · EIN 16-0727809 · Penn Yan, NY

Active · plan year 2024 filing401(k)
Plan administratorCoach & Equipment Manufacturing Corporation
130 Horizon Park Drive, Penn Yan, NY 14527
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances46 separated participants still had money in the planForm 5500 ↗

Coach & Equipment Manufacturing Corp. New Comparability 401(k) Plan

Coach & Equipment Manufacturing Corporation · Plan 001 · EIN 16-0727809 · Penn Yan, NY

Active · plan year 2024 filing401(k)
Plan administratorCoach & Equipment Manufacturing Corporation
130 Horizon Park Drive, P O Box 36, Penn Yan, NY 14527
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Coach & Equipment Manufacturing 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 Coach & Equipment Manufacturing 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Coach & Equipment Manufacturing Corporation, (315) 279-1204. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Coach & Equipment Manufacturing 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (315) 279-1204.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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