Find an old Forvis Mazars 401(k)
Forvis Mazars, LLP Employees Savings Plan II
Forvis Mazars, LLP · Plan 018 · EIN 44-0160260 · Springfield, MO
| Plan administrator | Forvis Mazars Retirement Committee 910 E. St. Louis Street, Suite 400, Springfield, MO 65806 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Former employees with balances | 2,685 separated participants still had money in the plan | Form 5500 ↗ |
Forvis Mazars, LLP Employees' Savings Plan I
Forvis Mazars, LLP · Plan 017 · EIN 44-0160260 · Springfield, MO
| Plan administrator | Forvis Mazars Retirement Committee 910 E. St. Louis Street, Suite 400, Springfield, MO 65806 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 2,707 separated participants still had money in the plan | Form 5500 ↗ |
The Hometown Savings Bank Employee 401(k) Plan and Trust
The Hometown Savings Bank · Plan 002 · EIN 44-0160260 · Terre Haute, IN
| Plan administrator | The Hometown Savings Bank P.O. Box 9629, Terre Haute, in 47808 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Ameritas Life Insurance Corp | Schedule C ↗ |
| Former employees with balances | 46 separated participants still had money in the plan | Form 5500 ↗ |
Bkd, LLP Cash Balance Pension Plan
Forvis, LLP · Plan 021 · EIN 44-0160260 · Springfield, MO
| Plan administrator | Forvis, LLP 910 E. Saint Louis Street, Ste 400, Springfield, MO 65806-2568 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Dixon Hughes Goodman LLP Cash Balance Plan
Forvis, LLP · Plan 025 · EIN 44-0160260 · High Point, NC
| Plan administrator | Forvis, LLP 1831 Eastchester Drive, High Point, NC 27265 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Forvis Mazars 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Forvis Mazars 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Forvis Mazars Retirement Committee, (417) 831-7283. The accounts are held by the recordkeeper, Schwab Retirement Plan Services Inc. Have your Social Security number and dates of employment ready.
What is the Forvis Mazars 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (417) 831-7283.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Forvis Mazars and does not hold accounts. Not financial advice. Report a correction