Find an old Fuerst Group 401(k)
Fuerst Group 401(k) Plan
Fuerst Group, Inc. · Plan 003 · EIN 94-2943765 · Menlo Park, CA
| Plan administrator | Fuerst Group, Inc. 506 Santa Cruz Avenue, Suite 402, Menlo Park, CA 94025 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | John Hancock USA | Schedule C ↗ |
| Former employees with balances | 492 separated participants still had money in the plan | Form 5500 ↗ |
Fuerst Group, Inc. Profit Sharing Plan III
Fuerst Group, Inc. · Plan 006 · EIN 94-2943765 · Menlo Park, CA
| Plan administrator | Fuerst Group, Inc. 506 Santa Cruz Avenue, Suite 402, Menlo Park, CA 94025 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Fuerst Group, Inc. Profit Sharing Plan II
Fuerst Group, Inc. · Plan 005 · EIN 94-2943765 · Menlo Park, CA
| Plan administrator | Fuerst Group, Inc. 506 Santa Cruz Avenue, Suite 402, Menlo Park, CA 94025 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Fuerst Group Pension Plan
Fuerst Group, Inc. · Plan 004 · EIN 94-2943765 · Menlo Park, CA
| Plan administrator | Fuerst Group, Inc. 506 Santa Cruz Avenue, Suite 402, Menlo Park, CA 94025 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 109 separated participants still had money in the plan | Form 5500 ↗ |
Fuerst Group 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 Fuerst Group 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Fuerst Group, Inc., (650) 323-5155. The accounts are held by the recordkeeper, John Hancock USA. Have your Social Security number and dates of employment ready.
What is the Fuerst Group 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (650) 323-5155.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Fuerst Group and does not hold accounts. Not financial advice. Report a correction