Find an old Golden State Water 401(k)

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

Golden State Water Company Investment Incentive Program

Golden State Water Company · Plan 005 · EIN 95-1243678 · San Dimas, CA

Active · plan year 2024 filing401(k)
Plan administratorGolden State Water Company
630 E. Foothill Boulevard, San Dimas, CA 91773
Form 5500 ↗
Recordkeeper (who holds the accounts)John HancockSchedule C ↗
Former employees with balances390 separated participants still had money in the planForm 5500 ↗

Golden State Water Company Pension Plan

Golden State Water Company · Plan 001 · EIN 95-1243678 · San Dimas, CA

Active · plan year 2023 filingPension (defined benefit)
Plan administratorGolden State Water Company
630 East Foothill Boulevard, P.O. Box 9016, San Dimas, CA 91773
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances211 separated participants still had money in the planForm 5500 ↗

Golden State Water 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 State Water 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Golden State Water Company, (909) 394-3600. The accounts are held by the recordkeeper, John Hancock. Have your Social Security number and dates of employment ready.

What is the Golden State Water 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (909) 394-3600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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