Find an old H. J. Baker & Bro 401(k)

Who to contact about an account in each of the 2 H. J. Baker & Bro plans, from the filings. Free, no sign-up, no Social Security number.

H.J. Baker and Bro., LLC 401(k) Savings Plan

H.J. Baker and Bro., LLC · Plan 010 · EIN 81-4867907 · The Woodlands, TX

Active · plan year 2025 filing401(k)
Plan administratorH.J. Baker and Bro., LLC
1450 Lake Robbins Drive, Suite 550, the Woodlands, TX 77380
Form 5500 ↗
Recordkeeper (who holds the accounts)T Rowe Price Rps IncSchedule C ↗
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

H. J. Baker & Bro., LLC Employees' Retirement Plan

H. J. Baker & Bro., LLC · Plan 001 · EIN 81-4867907 · The Woodlands, TX

Frozen · plan year 2025 filingPension (defined benefit)
Plan administratorH. J. Baker & Bro., LLC
1450 Lake Robbins Drive, Suite 550, the Woodlands, TX 77380
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances78 separated participants still had money in the planForm 5500 ↗

H. J. Baker & Bro 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 H. J. Baker & Bro 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: H.J. Baker and Bro., LLC, (346) 588-3142. The accounts are held by the recordkeeper, T Rowe Price Rps Inc. Have your Social Security number and dates of employment ready.

What is the H. J. Baker & Bro 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (346) 588-3142.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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