Find an old Goodwill of Southwestern Pennsylvania 401(k)

Who to contact about an account in the Goodwill of Southwestern Pennsylvania plan, from the filings. Free, no sign-up, no Social Security number.

Goodwill of Southwestern Pennsylvania 403(b) Plan

Goodwill of Southwestern Pennsylvania · Plan 001 · EIN 25-1098928 · Pittsburgh, PA

Active · plan year 2024 filing403(b)
Plan administratorGoodwill of Southwestern Pennsylvania
118 52nd Street, Robert S Foltz Building, Pittsburgh, PA 15201-2593
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances177 separated participants still had money in the planForm 5500 ↗

Goodwill of Southwestern Pennsylvania 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 Southwestern Pennsylvania 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Goodwill of Southwestern Pennsylvania, (412) 632-1971. 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 Southwestern Pennsylvania 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (412) 632-1971.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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