Find an old Credit Agricole Corporate and Investment Bank 401(k)

Who to contact about an account in each of the 4 Credit Agricole Corporate and Investment Bank plans, from the filings. Free, no sign-up, no Social Security number.

Credit Agricole Corporate and Investment Bank 401(k) Savings Plan

Credit Agricole Corporate and Investment Bank · Plan 005 · EIN 36-2813095 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorCredit Agricole Corporate and Investment Bank
Credit Agricole Corporate and Inves, 1301 Avenue of the Americas, New York, NY 10019
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances816 separated participants still had money in the planForm 5500 ↗

Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan

Credit Agricole Corporate and Investment Bank · Plan 002 · EIN 36-2813095 · New York, NY

Active · plan year 2024 filingRetirement
Plan administratorCredit Agricole Corporate and Investment Bank
1301 Avenue of the Americas, New York, NY 10019-6022
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances204 separated participants still had money in the planForm 5500 ↗

Credit Agricole Corporate and Investment Bank Retirement Plan

Credit Agricole Corporate and Investment Bank · Plan 004 · EIN 36-2813095 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorCredit Agricole Corporate and Investment Bank
1301 Avenue of the Americas, New York, NY 10019-6022
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances695 separated participants still had money in the planForm 5500 ↗

Credit Agricole Indosuez (Usa) Money Purchase Pension Plan

Credit Agricole Corporate and Investment Bank · Plan 001 · EIN 36-2813095 · New York, NY

Terminated · plan year 2025 filingRetirement
Plan administratorCredit Agricole Corporate and Investment Bank
1301 Avenue of the Americas, New York, NY 10019
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Credit Agricole Corporate and Investment Bank 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 Credit Agricole Corporate and Investment Bank 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Credit Agricole Corporate and Investment Bank, (212) 261-7019. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.

What is the Credit Agricole Corporate and Investment Bank 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 261-7019.

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