Find an old Hanbury Evans Wright Vlattas + 401(k)

Who to contact about an account in each of the 2 Hanbury Evans Wright Vlattas + plans, from the filings. Free, no sign-up, no Social Security number.

Hanbury Evans Wright Vlattas + Company Profit Sharing Plan

Hanbury Evans Wright Vlattas + Company · Plan 001 · EIN 54-1099578 · Norfolk, VA

Active · plan year 2024 filing401(k)
Plan administratorHanbury Evans Wright Vlattas + Company
120 Atlantic St, Suite 100, Norfolk, VA 23510-1729
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances26 separated participants still had money in the planForm 5500 ↗

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan

Hanbury Evans Wright Vlattas and Company · Plan 002 · EIN 54-1099578 · Norfolk, VA

Active · plan year 2024 filingRetirement
Plan administratorHanbury Evans Wright Vlattas and Company
120 Atlantic Street, Suite 100, Norfolk, VA 23510
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances7 separated participants still had money in the planForm 5500 ↗

Hanbury Evans Wright Vlattas + 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 Hanbury Evans Wright Vlattas + 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Hanbury Evans Wright Vlattas + Company, (907) 795-0820. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Hanbury Evans Wright Vlattas + 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (907) 795-0820.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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