Find an old Hapo Community Credit Union 401(k)

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

Hapo Community Credit Union Employee Investment Plan

Hapo Community Credit Union · Plan 002 · EIN 91-1792217 · Richland, WA

Active · plan year 2024 filing401(k)
Plan administratorHapo Community Credit Union
601 Williams Blvd., Richland, WA 99352
Form 5500 ↗
Recordkeeper (who holds the accounts)Randall & Hurley, Inc.Schedule C ↗
Former employees with balances166 separated participants still had money in the planForm 5500 ↗

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust

Hapo Community Credit Union · Plan 001 · EIN 91-1792217 · Richland, WA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorHapo Community Credit Union
601 Williams Blvd, Richland, WA 99354-3258
Form 5500 ↗
Recordkeeper (who holds the accounts)Cmfg Life Insurance CompanySchedule C ↗
Former employees with balances85 separated participants still had money in the planForm 5500 ↗

Hapo Community Credit Union 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 Hapo Community Credit Union 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Hapo Community Credit Union, (509) 943-5676. The accounts are held by the recordkeeper, Randall & Hurley, Inc.. Have your Social Security number and dates of employment ready.

What is the Hapo Community Credit Union 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (509) 943-5676.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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