Find an old Commission on Accreditation of Rehabilitation Facilities 401(k)

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

Carf 403(b) Plan

Commission on Accreditation of Rehabilitation Facilities · Plan 002 · EIN 36-6149979 · Tucson, AZ

Active · plan year 2025 filing403(b)
Plan administratorCommission on Accreditation of Rehabilitation Facilities
6951 E Southpoint Road, Tucson, AZ 85756-9407
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances5 separated participants still had money in the planForm 5500 ↗

Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities

Commission on Accreditation of Rehabilitation Facilities · Plan 001 · EIN 36-6149979 · Tucson, AZ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorCommission on Accreditation of Rehabilitation Facilities
6951 E. Southpoint, Tucson, AZ 85756
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances27 separated participants still had money in the planForm 5500 ↗

Commission on Accreditation of Rehabilitation Facilities 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 Commission on Accreditation of Rehabilitation Facilities 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Commission on Accreditation of Rehabilitation Facilities, (520) 325-1044. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Commission on Accreditation of Rehabilitation Facilities 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (520) 325-1044.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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