Find an old Hartzell Industries 401(k)

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

Hartzell Companies 401(k) Plan

Hartzell Industries, Inc. · Plan 002 · EIN 31-0674874 · Piqua, OH

Active · plan year 2025 filing401(k)
Plan administratorHartzell Industries, Inc.
1025 S. Roosevelt Ave., Piqua, OH 45356
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Insurance and Annui2024 Schedule C ↗
Former employees with balances136 separated participants still had money in the planForm 5500 ↗

Hartzell Companies Retirement Plan

Hartzell Industries Inc. · Plan 003 · EIN 31-0674874 · Piqua, OH

Terminated · plan year 2023 filingPension (defined benefit)
Plan administratorHartzell Industries Inc.
1025 S. Roosevelt Ave., Piqua, OH 45356
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Hartzell Industries 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 Hartzell Industries 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Hartzell Industries, Inc., (937) 615-1924. The accounts are held by the recordkeeper, Voya Retirement Insurance and Annui. Have your Social Security number and dates of employment ready.

What is the Hartzell Industries 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (937) 615-1924.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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