Find an old Heart & Vascular Partners 401(k)
Heart & Vascular/Specialty Medcare 401(k) Plan
Heart & Vascular Partners · Plan 001 · EIN 81-1015611 · Deerfield, IL
| Plan administrator | Heart & Vascular Partners 1751 Lake Cook Road, Suite 620, Deerfield, IL 60015 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 62 separated participants still had money in the plan | Form 5500 ↗ |
M&S Healthcare Management Defined Benefit Cash Balance Plan
M&S Healthcare Management, LLC · Plan 002 · EIN 81-1015611 · Oklahoma City, OK
| Plan administrator | M&S Healthcare Management, LLC 3200 Quail Springs Pkwy, Suite 200, Oklahoma City, OK 73134 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Heart & Vascular Partners 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 Heart & Vascular Partners 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Heart & Vascular Partners, (518) 878-6048. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Heart & Vascular Partners 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (518) 878-6048.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Heart & Vascular Partners and does not hold accounts. Not financial advice. Report a correction