Find an old Energy Engineering Associates 401(k)

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

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan

Energy Engineering Associates, Inc. · Plan 001 · EIN 74-1904410 · Austin, TX

Active · plan year 2025 filing401(k)
Plan administratorEnergy Engineering Associates, Inc.
7300 Ranch Road 2222, Building II, Suite 100, Austin, TX 78730
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances35 separated participants still had money in the planForm 5500 ↗

Energy Engineering Associates, Inc. Employee Stock Ownership Plan

Energy Engineering Associates, Inc. · Plan 002 · EIN 74-1904410 · Austin, TX

Active · plan year 2024 filingRetirement
Plan administratorEnergy Engineering Associates, Inc.
7300 Ranch Road, 2222 Bldg. II, Suite 100, Austin, TX 78730
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances56 separated participants still had money in the planForm 5500 ↗

Energy Engineering Associates 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 Energy Engineering Associates 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Energy Engineering Associates, Inc., (512) 744-4476. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Energy Engineering Associates 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (512) 744-4476.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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