Find an old Greater Miami Jewish Federation 401(k)

Who to contact about an account in each of the 3 Greater Miami Jewish Federation plans, from the filings. Free, no sign-up, no Social Security number.

Greater Miami Jewish Federation, Inc. 403b Tda Plan

Greater Miami Jewish Federation · Plan 002 · EIN 59-0624404 · Miami, FL

Active · plan year 2024 filing403(b)
Plan administratorGreater Miami Jewish Federation
4200 Biscayne Blvd, Miami, FL 33137-3246
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Greater Miami Jewish Federation 401(a) Retirement Plan

Greater Miami Jewish Federation · Plan 333 · EIN 59-0624404 · Miami, FL

Active · plan year 2024 filingRetirement
Plan administratorGreater Miami Jewish Federation
4200 Biscayne Blvd, Miami, FL 33137-3246
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances64 separated participants still had money in the planForm 5500 ↗

Defined Benefit of Greater Miami Jewish Federation, Inc.

Greater Miami Jewish Federation, Inc. · Plan 001 · EIN 59-0624404 · Miami, FL

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorGreater Miami Jewish Federation, Inc.
4200 Biscayne Blvd, Miami, FL 33137-3246
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Greater Miami Jewish Federation 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 Greater Miami Jewish Federation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Greater Miami Jewish Federation, (305) 576-4000. Have your Social Security number and dates of employment ready.

What is the Greater Miami Jewish Federation 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (305) 576-4000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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