Find an old Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters 401(k)

Who to contact about an account in each of the 2 Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters plans, from the filings. Free, no sign-up, no Social Security number.

Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund

Defined Contribution Plan of the Mid Jersey Trucking Industry and Team · Plan 002 · EIN 13-6043977 · North Brunswick, NJ

Active · plan year 2024 filingProfit-sharing
Plan administratorDefined Contribution Plan of the Mid Jersey Trucking Industry and Team
2003 US Route 130, Suite a, North Brunswick, NJ 08902
Form 5500 ↗
Recordkeeper (who holds the accounts)Bridgeway Benefit TechnologiesSchedule C ↗

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters · Plan 001 · EIN 13-6043977 · North Brunswick, NJ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorDefined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters
2003 US Route 130, Suite a, North Brunswick, NJ 08902
Form 5500 ↗
Recordkeeper (who holds the accounts)Bridgeway Benefit TechnologiesSchedule C ↗
Former employees with balances188 separated participants still had money in the planForm 5500 ↗

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters 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 Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Defined Contribution Plan of the Mid Jersey Trucking Industry and Team, (732) 297-3900. The accounts are held by the recordkeeper, Bridgeway Benefit Technologies. Have your Social Security number and dates of employment ready.

What is the Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (732) 297-3900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters and does not hold accounts. Not financial advice. Report a correction