Find an old David Volkert & Associates 401(k)
David Volkert & Associates, Inc. 401(k) Retirement Savings Plan
David Volkert & Associates, Inc. · Plan 003 · EIN 63-0703075 · Mobile, AL
| Plan administrator | David Volkert & Associates, Inc. 11 N Water Street, Suite 18290, Mobile, AL 36602 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 343 separated participants still had money in the plan | Form 5500 ↗ |
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
David Volkert & Associates, Inc. · Plan 001 · EIN 63-0703075 · Mobile, AL
| Plan administrator | David Volkert & Associates, Inc. 11 N Water St, Suite 18290, Mobile, AL 36602 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 93 separated participants still had money in the plan | Form 5500 ↗ |
David Volkert & Associates 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old David Volkert & Associates 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: David Volkert & Associates, Inc., (251) 342-1070. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the David Volkert & Associates 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (251) 342-1070.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with David Volkert & Associates and does not hold accounts. Not financial advice. Report a correction