Find an old Coats 401(k)

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

The Coats Company Retirement Savings Plan

The Coats Company, LLC · Plan 001 · EIN 87-2939977 · La Vergne, TN

Active · plan year 2024 filing401(k)
Plan administratorThe Coats Company, LLC
1601 JP Hennessy Drive, La Vergne, TN 37086
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances51 separated participants still had money in the planForm 5500 ↗

The Coats Company Union Retirement Savings Plan

The Coats Company, LLC · Plan 002 · EIN 87-2939977 · La Vergne, TN

Active · plan year 2024 filing401(k)
Plan administratorThe Coats Company, LLC
1601 JP Hennessy Drive, La Vergne, TN 37086
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances12 separated participants still had money in the planForm 5500 ↗

Coats 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 Coats 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Coats Company, LLC. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Coats 401(k) phone number?

The latest filing does not list a phone number for the plan administrator.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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