Find an old Golden Gate Regional Center 401(k)

Who to contact about an account in the Golden Gate Regional Center plan, from the filings. Free, no sign-up, no Social Security number.

Golden Gate Regional Center 403(b) Plan

Golden Gate Regional Center · Plan 003 · EIN 94-2461462 · San Francisco, CA

Active · plan year 2024 filing403(b)
Plan administratorGolden Gate Regional Center
1355 Market Street, Suite 220, San Francisco, CA 94103
Form 5500 ↗
Recordkeeper (who holds the accounts)Nationwide Trust CompanySchedule C ↗
Former employees with balances133 separated participants still had money in the planForm 5500 ↗

Golden Gate Regional Center 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 Golden Gate Regional Center 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Golden Gate Regional Center, (415) 546-9222. The accounts are held by the recordkeeper, Nationwide Trust Company. Have your Social Security number and dates of employment ready.

What is the Golden Gate Regional Center 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (415) 546-9222.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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