Find an old Crossroads' Turning Points 401(k)

Who to contact about an account in the Crossroads' Turning Points plan, from the filings. Free, no sign-up, no Social Security number.

Crossroads' Turning Points, Inc. 401(k) Retirement Plan

Crossroads' Turning Points, Inc. · Plan 002 · EIN 84-0810723 · Pueblo, CO

Active · plan year 2024 filing401(k)
Plan administratorCrossroads' Turning Points, Inc.
4 Montebello Road, Pueblo, CO 81001
Form 5500 ↗
Recordkeeper (who holds the accounts)Equitable Life Insurance CoSchedule C ↗
Former employees with balances42 separated participants still had money in the planForm 5500 ↗

Crossroads' Turning Points 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 Crossroads' Turning Points 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Crossroads' Turning Points, Inc., (719) 546-6667. The accounts are held by the recordkeeper, Equitable Life Insurance Co. Have your Social Security number and dates of employment ready.

What is the Crossroads' Turning Points 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (719) 546-6667.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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