Find an old Columbus Distributing 401(k)

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

The Columbus Distributing Company Profit Sharing and Retirement Savings Plan and Trust

The Columbus Distributing Company · Plan 001 · EIN 31-4374525 · Columbus, OH

Active · plan year 2024 filing401(k)
Plan administratorThe Columbus Distributing Company
4949 Freeway Dr E, Columbus, OH 43229
Form 5500 ↗
Recordkeeper (who holds the accounts)Merrill Lynch, Pierce, Fenner and SSchedule C ↗
Former employees with balances72 separated participants still had money in the planForm 5500 ↗

Columbus Distributing Unionized Employees 401(k) Plan

The Columbus Distributing Company · Plan 002 · EIN 31-4374525 · Columbus, OH

Active · plan year 2024 filing401(k)
Plan administratorThe Columbus Distributing Company
4949 Freeway Dr E, Columbus, OH 43229-5401
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Columbus Distributing 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 Columbus Distributing 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Columbus Distributing Company, (614) 846-1000. The accounts are held by the recordkeeper, Merrill Lynch, Pierce, Fenner and S. Have your Social Security number and dates of employment ready.

What is the Columbus Distributing 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (614) 846-1000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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