Find an old Early Learning Coalition of Palm Beach County, I 401(k)

Who to contact about an account in each of the 2 Early Learning Coalition of Palm Beach County, I plans, from the filings. Free, no sign-up, no Social Security number.

Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan

Early Learning Coalition of Palm Beach County, I · Plan 001 · EIN 65-0974035 · Boynton Beach, FL

Active · plan year 2024 filing403(b)
Plan administratorEarly Learning Coalition of Palm Beach County, I
2300 High Ridge Road Suite 115, Boynton Beach, FL 33426
Form 5500 ↗
Recordkeeper (who holds the accounts)Tiaa-Teachers Insurance and AnnuitySchedule C ↗
Former employees with balances85 separated participants still had money in the planForm 5500 ↗

Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan

Early Learning Coalition of Palm Beach County · Plan 002 · EIN 65-0974035 · Boynton Beach, FL

Active · plan year 2024 filing403(b)
Plan administratorEarly Learning Coalition of Palm Beach County
2300 High Ridge Road Suite 115, Boynton Beach, FL 33426
Form 5500 ↗
Recordkeeper (who holds the accounts)Tiaa-Teachers Insurance and Annuity2023 Schedule C ↗
Former employees with balances43 separated participants still had money in the planForm 5500 ↗

Early Learning Coalition of Palm Beach County, I 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 Early Learning Coalition of Palm Beach County, I 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Early Learning Coalition of Palm Beach County, I, (561) 214-8000. The accounts are held by the recordkeeper, Tiaa-Teachers Insurance and Annuity. Have your Social Security number and dates of employment ready.

What is the Early Learning Coalition of Palm Beach County, I 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (561) 214-8000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Early Learning Coalition of Palm Beach County, I and does not hold accounts. Not financial advice. Report a correction