Find an old Fortitude Group Holdings 401(k)

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

Fortitude Re 401(k) Plan

Fortitude Group Holdings, LLC · Plan 001 · EIN 83-1064140 · Brentwood, TN

Active · plan year 2024 filing401(k)
Plan administratorFortitude Group Holdings, LLC
310 Seven Springs Way Suite 250, Brentwood, TN 37027
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances157 separated participants still had money in the planForm 5500 ↗

Fortitude International Group Services, Ltd. 401(k) Plan

Fortitude Group Holdings, LLC · Plan 002 · EIN 83-1064140 · Jersey City, NJ

Active · plan year 2024 filing401(k)
Plan administratorFortitude Group Holdings, LLC
10 Exchange Place, Jersey City, NJ 07302
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Fortitude Group Holdings 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 Fortitude Group Holdings 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Fortitude Group Holdings, LLC, (629) 216-3615. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the Fortitude Group Holdings 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (629) 216-3615.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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