Find an old DZ Bank Ag, New York Branch 401(k)

Who to contact about an account in each of the 2 DZ Bank Ag, New York Branch plans, from the filings. Free, no sign-up, no Social Security number.

Dz Bank Ag, New York Branch 401k Savings and Investment Plan

Dz Bank Ag, New York Branch · Plan 002 · EIN 13-2847358 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorDz Bank Ag, New York Branch
1 Vanderbilt Avenue, 49th Floor, New York, NY 10017
Form 5500 ↗
Recordkeeper (who holds the accounts)Sentinel Benefits Group LLCSchedule C ↗
Former employees with balances63 separated participants still had money in the planForm 5500 ↗

Pension Plan for Employees of Dz Bank Ag, New York Branch

Dz Bank Ag, New York Branch · Plan 001 · EIN 13-2847358 · New York, NY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorDz Bank Ag, New York Branch
1 Vanderbilt Avenue, New York, NY 10017
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances74 separated participants still had money in the planForm 5500 ↗

DZ Bank Ag, New York Branch 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 DZ Bank Ag, New York Branch 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Dz Bank Ag, New York Branch, (212) 745-1419. The accounts are held by the recordkeeper, Sentinel Benefits Group LLC. Have your Social Security number and dates of employment ready.

What is the DZ Bank Ag, New York Branch 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 745-1419.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with DZ Bank Ag, New York Branch and does not hold accounts. Not financial advice. Report a correction