Find an old Education & Training Resources 401(k)

Who to contact about an account in each of the 2 Education & Training Resources plans, from the filings. Free, no sign-up, no Social Security number.

Education & Training Resources, LLC 401k Plan

Education & Training Resources · Plan 001 · EIN 61-1242482 · Bowling Green, KY

Active · plan year 2025 filing401(k)
Plan administratorEducation & Training Resources
2422 Airway Drive, Bowling Green, KY 42103
Form 5500 ↗
Recordkeeper (who holds the accounts)ADP, Inc.Schedule C ↗
Former employees with balances1,141 separated participants still had money in the planForm 5500 ↗

Education & Training Resources, LLC 401(a) Retirement Plan

Education & Training Resources, LLC · Plan 002 · EIN 61-1242482 · Bowling Green, KY

Active · plan year 2024 filingProfit-sharing
Plan administratorEducation & Training Resources, LLC
2422 Airway Drive, Bowling Green, KY 42103
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Education & Training Resources 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 Education & Training Resources 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Education & Training Resources, (270) 793-0607. The accounts are held by the recordkeeper, ADP, Inc.. Have your Social Security number and dates of employment ready.

What is the Education & Training Resources 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (270) 793-0607.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Education & Training Resources and does not hold accounts. Not financial advice. Report a correction