Find an old Data Systems Analysts 401(k)

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

Data Systems Analysts, Inc. Cash or Deferral Plan

Data Systems Analysts, Inc. · Plan 003 · EIN 22-1728863 · Trevose, PA

Active · plan year 2024 filing401(k)
Plan administratorData Systems Analysts, Inc.
Eight Neshaminy Interplex,, Suite 209, Trevose, PA 19053-6980
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances261 separated participants still had money in the planForm 5500 ↗

Data Systems Analysts, Inc. Employee Stock Ownership Plan

Data Systems Analysts, Inc. · Plan 002 · EIN 22-1728863 · Trevose, PA

Active · plan year 2024 filingRetirement
Plan administratorData Systems Analysts, Inc.
8 Neshaminy Interplex Drive, Suite 209, Trevose, PA 19053-6944
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances183 separated participants still had money in the planForm 5500 ↗

Data Systems Analysts 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 Data Systems Analysts 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Data Systems Analysts, Inc., (215) 245-4800. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Data Systems Analysts 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (215) 245-4800.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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