Find an old Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr 401(k)
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Plan 001 · EIN 22-2768204 · Boston, MA
| Plan administrator | Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc The Masco Building - Third Floor, 375 Longwood Ave, Boston, MA 02215 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 910 separated participants still had money in the plan | Form 5500 ↗ |
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Plan 002 · EIN 22-2768204 · Boston, MA
| Plan administrator | Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc The Masco Building - Third Floor, 375 Longwood Avenue, Boston, MA 02215 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 1,306 separated participants still had money in the plan | Form 5500 ↗ |
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc, (781) 528-2850. The accounts are held by the recordkeeper, Fidelity Inv Inst Ops Co. Have your Social Security number and dates of employment ready.
What is the Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (781) 528-2850.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr and does not hold accounts. Not financial advice. Report a correction