Find an old Duane Morris 401(k)
Duane Morris Employee Incentive Savings 401(k) Plan
Duane Morris LLP · Plan 003 · EIN 23-1392502 · Philadelphia, PA
| Plan administrator | Duane Morris LLP 30 South 17th Street, Philadelphia, PA 19103-4196 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 392 separated participants still had money in the plan | Form 5500 ↗ |
Duane Morris Associates' 401(k) Plan
Duane Morris LLP · Plan 004 · EIN 23-1392502 · Philadelphia, PA
| Plan administrator | Duane Morris LLP 30 South 17th Street, Philadelphia, PA 19103-4196 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 236 separated participants still had money in the plan | Form 5500 ↗ |
Duane Morris Retirement Plan
Duane Morris LLP · Plan 002 · EIN 23-1392502 · Philadelphia, PA
| Plan administrator | Duane Morris LLP 30 South 17th Place, Philadelphia, PA 19103-4196 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 111 separated participants still had money in the plan | Form 5500 ↗ |
Duane Morris Employees' Pension Plan
Duane Morris LLP · Plan 001 · EIN 23-1392502 · Philadelphia, PA
| Plan administrator | Duane Morris Pension Advisory Committee 30 S 17th St, Philadelphia, PA 19103-4001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 778 separated participants still had money in the plan | Form 5500 ↗ |
Duane Morris Supplemental Retirement Plan
Duane Morris LLP · Plan 006 · EIN 23-1392502 · Philadelphia, PA
| Plan administrator | Duane Morris LLP Pension Advisory Committee 30 S 17th St, Philadelphia, PA 19103-4001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Duane Morris 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 Duane Morris 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Duane Morris LLP, (215) 979-1453. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.
What is the Duane Morris 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 979-1453.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Duane Morris and does not hold accounts. Not financial advice. Report a correction