Find an old Goodwill of Colorado 401(k)

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

Goodwill of Colorado Retirement Savings 403(b) Plan

Goodwill of Colorado · Plan 001 · EIN 84-0513404 · Colorado Springs, CO

Active · plan year 2024 filing403(b)
Plan administratorGoodwill of Colorado
1460 Garden of the Gods Road, Colorado Springs, CO 80907-3414
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances301 separated participants still had money in the planForm 5500 ↗

Pension Plan for Employees of Goodwill Industries of Colorado Springs

Discover Goodwill of Southern & Western Colorado · Plan 002 · EIN 84-0513404 · Colorado Springs, CO

Terminated · plan year 2023 filingRetirement
Plan administratorDiscover Goodwill of Southern & Western Colorado
1460 Garden of the Gods Road, Colorado Springs, CO 80907-3414
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe 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 ↗

Goodwill of Colorado 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 Goodwill of Colorado 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Goodwill of Colorado, (719) 785-9251. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Goodwill of Colorado 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (719) 785-9251.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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