Find an old Family Endeavors, Inc. DBA Endeavors 401(k)

Who to contact about an account in each of the 2 Family Endeavors, Inc. DBA Endeavors plans, from the filings. Free, no sign-up, no Social Security number.

Family Endeavors 401(k) Plan

Family Endeavors, Inc. DBA Endeavors · Plan 001 · EIN 23-7223078 · San Antonio, TX

Active · plan year 2025 filing401(k)
Plan administratorAdministrative Group, LLC DBA Tag Resources
6501 Deane Hill Drive, Knoxville, TN 37919
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Financial Life InsSchedule C ↗
Former employees with balances468 separated participants still had money in the planForm 5500 ↗

Family Endeavors Retirement Plan

Family Endeavors Inc · Plan 002 · EIN 23-7223078 · San Antonio, TX

Active · plan year 2025 filing401(k)
Plan administratorFamily Endeavors Inc
6363 de Zavala Rd, San Antonio, TX 78249
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Family Endeavors, Inc. DBA Endeavors 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 Family Endeavors, Inc. DBA Endeavors 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Administrative Group, LLC DBA Tag Resources, (865) 670-1844. The accounts are held by the recordkeeper, Transamerica Financial Life Ins. Have your Social Security number and dates of employment ready.

What is the Family Endeavors, Inc. DBA Endeavors 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (865) 670-1844.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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