Find an old Comfort Window 401(k)

Who to contact about an account in the Comfort Window plan, from the filings. Free, no sign-up, no Social Security number.

Comfort Window Co., Inc. 401(k) Salary Deferral Plan

Comfort Window Co., Inc. · Plan 001 · EIN 16-1263149 · Syracuse, NY

Active · plan year 2024 filing401(k)
Plan administratorComfort Window Co., Inc.
3624 John Glenn Boulevard, Syracuse, NY 13209
Form 5500 ↗
Recordkeeper (who holds the accounts)Capital Group Retirement Plan ServSchedule C ↗
Former employees with balances85 separated participants still had money in the planForm 5500 ↗

Comfort Window 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 Comfort Window 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Comfort Window Co., Inc., (315) 457-0022. The accounts are held by the recordkeeper, Capital Group Retirement Plan Serv. Have your Social Security number and dates of employment ready.

What is the Comfort Window 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (315) 457-0022.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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