Find an old Direct Urgent Care, Inc. DBA Carbon Health 401(k)
Carbon Health 401(k) Plan
Direct Urgent Care, Inc. DBA Carbon Health · Plan 001 · EIN 45-4298417 · Oakland, CA
| Plan administrator | Direct Urgent Care, Inc. DBA Carbon Health 2100 Franklin Street, Suite 355, Oakland, CA 94612 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Leading Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 1,373 separated participants still had money in the plan | Form 5500 ↗ |
Direct Urgent Care, Inc. 401(k) Plan
Direct Urgent Care, Inc. DBA Carbon Health · Plan 002 · EIN 45-4298417 · Sunnyvale, CA
| Plan administrator | Direct Urgent Care, Inc. DBA Carbon Health 500 E Remington Drive, Suite 20, Sunnyvale, CA 94087 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Direct Urgent Care, Inc. DBA Carbon Health 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 Direct Urgent Care, Inc. DBA Carbon Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Direct Urgent Care, Inc. DBA Carbon Health, (614) 209-2219. The accounts are held by the recordkeeper, Leading Retirement Solutions. Have your Social Security number and dates of employment ready.
What is the Direct Urgent Care, Inc. DBA Carbon Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (614) 209-2219.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Direct Urgent Care, Inc. DBA Carbon Health and does not hold accounts. Not financial advice. Report a correction