Find an old Floyd Healthcare Management 401(k)

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

Floyd Healthcare Management, Inc. 401(k) Retirement Plan

Floyd Healthcare Management · Plan 003 · EIN 58-1973570 · Rome, GA

Active · plan year 2024 filing401(k)
Plan administratorFloyd Healthcare Management
420 E Second Ave, Suite 101, Rome, GA 30161
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances569 separated participants still had money in the planForm 5500 ↗

Floyd Healthcare Management, Inc. Retirement Plan

Floyd Healthcare Management, Inc. · Plan 001 · EIN 58-1973570 · Rome, GA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorFloyd Healthcare Management, Inc.
304 Turner Mccall Blvd, Rome, GA 30162-0233
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal BankSchedule C ↗
Former employees with balances200 separated participants still had money in the planForm 5500 ↗

Floyd Healthcare Management 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 Floyd Healthcare Management 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Floyd Healthcare Management, (706) 509-5770. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Floyd Healthcare Management 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (706) 509-5770.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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