Find an old Critical Care & Pulmonary Consultants 401(k)

Who to contact about an account in each of the 2 Critical Care & Pulmonary Consultants plans, from the filings. Free, no sign-up, no Social Security number.

Critical Care & Pulmonary Consultants, P.C. 401(k) Plan

Critical Care & Pulmonary Consultants, P.C. · Plan 003 · EIN 84-1325066 · Greenwood Village, CO

Active · plan year 2024 filing401(k)
Plan administratorCritical Care & Pulmonary Consultants, P.C.
5200 Dtc Parkway, Suite 400, Greenwood Village, CO 80111
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances10 separated participants still had money in the planForm 5500 ↗

Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan

Critical Care & Pulmonary Consultants, P.C. · Plan 002 · EIN 84-1325066 · Greenwood Village, CO

Active · plan year 2024 filingProfit-sharing
Plan administratorCritical Care & Pulmonary Consultants, P.C.
7100 E Belleview Ave, Suite G10, Greenwood Village, CO 80111
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances11 separated participants still had money in the planForm 5500 ↗

Critical Care & Pulmonary Consultants 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 Critical Care & Pulmonary Consultants 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Critical Care & Pulmonary Consultants, P.C., (303) 745-0000. 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 Critical Care & Pulmonary Consultants 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (303) 745-0000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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