Find an old Elbit Systems of America 401(k)

Who to contact about an account in each of the 2 Elbit Systems of America plans, from the filings. Free, no sign-up, no Social Security number.

Elbit Systems of America Consolidated 401(k) Savings Plan

Elbit Systems of America, LLC · Plan 001 · EIN 30-0403919 · Fort Worth, TX

Active · plan year 2024 filing401(k)
Plan administratorElbit Systems of America, LLC
4700 Marine Creek Pkwy, Fort Worth, TX 76179-3505
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances820 separated participants still had money in the planForm 5500 ↗

Elbit Systems of America Pension Plan for Employees in the Night Vision Bargaining Unit

Elbit Systems of America, LLC · Plan 002 · EIN 30-0403919 · Fort Worth, TX

Active · plan year 2024 filingPension (defined benefit)
Plan administratorElbit Systems of America, LLC
4700 Marine Creek Parkway, Fort Worth, TX 76179
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Trust CompanySchedule C ↗
Former employees with balances151 separated participants still had money in the planForm 5500 ↗

Elbit Systems of America 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 Elbit Systems of America 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Elbit Systems of America, LLC, (817) 234-6896. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Elbit Systems of America 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (817) 234-6896.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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