Find an old Deloitte 401(k)
Deloitte 401k Plan
Deloitte LLP · Plan 268 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Vanguard Group Inc. | Schedule C ↗ |
| Former employees with balances | 41,266 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Profit Sharing Plan
Deloitte LLP · Plan 344 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Vanguard Group Inc. | Schedule C ↗ |
| Former employees with balances | 1,726 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Savings Plan for Puerto Rico
Deloitte LLP · Plan 006 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 116 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Profit Sharing Plan for Puerto Rico
Deloitte LLP · Plan 007 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Pension Plan
Deloitte LLP · Plan 001 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 48,621 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Pension Plan for Independence
Deloitte LLP · Plan 003 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 15,535 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Pension Plan for Partners, Principals and Managing Directors
Deloitte LLP · Plan 004 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 264 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte Defined Benefit Savings Plan for Partners and Principals
Deloitte LLP · Plan 008 · EIN 13-5133500 · New York, NY
| Plan administrator | Retirement Committee C/O Jamie Gross 30 Rockefeller Plaza, New York, NY 10112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3 separated participants still had money in the plan | Form 5500 ↗ |
Deloitte 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 Deloitte 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Retirement Committee C/O Jamie Gross, (212) 489-1600. The accounts are held by the recordkeeper, Vanguard Group Inc.. Have your Social Security number and dates of employment ready.
What is the Deloitte 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 489-1600.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Deloitte and does not hold accounts. Not financial advice. Report a correction