Find an old Easter Seals Ucp North Carolina & Virginia 401(k)
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan
Easter Seals Ucp North Carolina & Virginia, Inc. · Plan 002 · EIN 56-0670676 · Raleigh, NC
| Plan administrator | Easter Seals Ucp North Carolina & Virginia, Inc. 5171 Glenwood Avenue, Suite 211, Raleigh, NC 27612 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Former employees with balances | 829 separated participants still had money in the plan | Form 5500 ↗ |
Pension Plan for Employees of Easter Seals, Inc.
Easter Seals Ucp North Carolina & Virginia, Inc. · Plan 001 · EIN 56-0670676 · Raleigh, NC
| Plan administrator | Glenda Oakley Easter Seals, Inc., 141 W Jackson Blvd, Ste 1400a, Chicago, IL 60604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 78 separated participants still had money in the plan | Form 5500 ↗ |
Easter Seals Ucp North Carolina & Virginia 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 Easter Seals Ucp North Carolina & Virginia 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Easter Seals Ucp North Carolina & Virginia, Inc., (919) 783-8898. The accounts are held by the recordkeeper, Cpi Qualified Plan Consultants, Inc. Have your Social Security number and dates of employment ready.
What is the Easter Seals Ucp North Carolina & Virginia 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (919) 783-8898.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Easter Seals Ucp North Carolina & Virginia and does not hold accounts. Not financial advice. Report a correction