Find an old Compugroup Medical 401(k)
Compugroup Medical Systems 401(k) Plan
Compugroup Medical, Inc. · Plan 002 · EIN 32-0307150 · Richardson, TX
| Plan administrator | Mercer Investments, LLC 99 High Street, Boston, MA 02110 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 179 separated participants still had money in the plan | Form 5500 ↗ |
Compugroup Medical Systems
Compugroup Medical Systems · Plan 001 · EIN 32-0307150 · Phoenix, AZ
| Plan administrator | Compugroup Medical Systems 3838 North Central Avenue, Suite 2100, Phoenix, AZ 85012 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Usi Advisors, Inc | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Compugroup Medical 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Compugroup Medical 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Mercer Investments, LLC, (617) 747-9500. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.
What is the Compugroup Medical 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (617) 747-9500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Compugroup Medical and does not hold accounts. Not financial advice. Report a correction