Find an old Connexus Energy 401(k)

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

Connexus Energy Retirement Savings Plan

Connexus Energy · Plan 012 · EIN 41-0128105 · Ramsey, MN

Active · plan year 2024 filing401(k)
Plan administratorConnexus Energy
14601 Ramsey Boulevard, Ramsey, MN 55303
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances56 separated participants still had money in the planForm 5500 ↗

Connexus Energy Defined Benefit Pension Plan

Connexus Energy · Plan 011 · EIN 41-0128105 · Ramsey, MN

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorConnexus Energy
14601 Ramsey Blvd NW, Ramsey, MN 55303
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Connexus Energy 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 Connexus Energy 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Connexus Energy, (763) 323-2600. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Connexus Energy 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (763) 323-2600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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