Find an old Family Residences & Essential Enterprises 401(k)

Who to contact about an account in each of the 2 Family Residences & Essential Enterprises plans, from the filings. Free, no sign-up, no Social Security number.

Family Residences Retirement & 401(k) Savings Plan

Family Residences & Essential Enterprises, Inc. · Plan 002 · EIN 11-2420547 · Old Bethpage, NY

Active · plan year 2024 filing401(k)
Plan administratorThe Angell Pension Group, Inc.
88 Boyd Ave., East Providence, RI 02914
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances706 separated participants still had money in the planForm 5500 ↗

Family Residences & Essential Enterprises, Inc. 403(b) Plan

Free · Plan 003 · EIN 11-2420547 · Old Bethpage, NY

Active · plan year 2024 filing403(b)
Plan administratorThe Angell Pension Group, Inc.
88 Boyd Ave., East Providence, RI 02914
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Family Residences & Essential Enterprises 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 Residences & Essential Enterprises 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Angell Pension Group, Inc., (401) 438-9250. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the Family Residences & Essential Enterprises 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (401) 438-9250.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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