Find an old Devon Rex Vets 401(k)

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

My Retirement 401(k) Plan

Devon Rex Vets PC · Plan 002 · EIN 82-4343821 · Allendale, NJ

Active · plan year 2024 filing401(k)
Plan administratorDevon Rex Vets PC
120 West Allendale Ave, Allendale, NJ 07401
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances25 separated participants still had money in the planForm 5500 ↗

Devon Rex Vets PC 401(k) Profit Sharing Plan & Trust

Devon Rex Vets PC · Plan 001 · EIN 82-4343821 · Allendale, NJ

Active · plan year 2021 filing401(k)
Plan administratorERISA Fiduciary Services, Inc.
1373 Veterans Highway, Suite 10, Hauppauge, NY 11788
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Devon Rex Vets 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 Devon Rex Vets 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Devon Rex Vets PC, (646) 626-6760. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Devon Rex Vets 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (646) 626-6760.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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