Find an old Fresh Air Fund 401(k)
The Fresh Air Fund Tax Sheltered Annuity Plan
The Fresh Air Fund · Plan 003 · EIN 13-1656653 · New York, NY
| Plan administrator | The Fresh Air Fund 633 3rd Ave Fl 14, New York, NY 10017-8152 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 43 separated participants still had money in the plan | Form 5500 ↗ |
The Fresh Air Fund Fixed Annuity Retirement Plan
Fresh Air Fund · Plan 002 · EIN 13-1656653 · New York, NY
| Plan administrator | Fresh Air Fund 633 Third Ave., 14th Floor, New York, NY 10017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
The Fresh Air Fund Pension Plan
The Fresh Air Fund · Plan 004 · EIN 13-1656653 · New York, NY
| Plan administrator | The Fresh Air Fund 633 3rd Ave Fl 14, New York, NY 10017-8152 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 74 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan of the Fresh Air Fund
Fresh Air Fund · Plan 001 · EIN 13-1656653 · New York, NY
| Plan administrator | Fresh Air Fund 633 Third Avenue, New York, NY 10017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3 separated participants still had money in the plan | Form 5500 ↗ |
Fresh Air Fund 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 Fresh Air Fund 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Fresh Air Fund, (212) 897-8963. Have your Social Security number and dates of employment ready.
What is the Fresh Air Fund 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 897-8963.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Fresh Air Fund and does not hold accounts. Not financial advice. Report a correction