Find an old Helena Agri-Enterprises 401(k)
Helena Agri-Enterprises, LLC Savings Plan
Helena Agri-Enterprises, LLC · Plan 004 · EIN 71-0293688 · Collierville, TN
| Plan administrator | Helena Agri-Enterprises, LLC Benefits Committee 225 Schilling Boulevard, Suite 300, Collierville, TN 38017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch,pierce,fenner & Smith | Schedule C ↗ |
| Former employees with balances | 1,934 separated participants still had money in the plan | Form 5500 ↗ |
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees
Helena Agri-Enterprises, LLC · Plan 002 · EIN 71-0293688 · Collierville, TN
| Plan administrator | Helena Agri-Enterprises, LLC Benefits Committee 225 Schilling Boulevard, Suite 300, Collierville, TN 38017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 325 separated participants still had money in the plan | Form 5500 ↗ |
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers
Helena Agri-Enterprises, LLC · Plan 003 · EIN 71-0293688 · Collierville, TN
| Plan administrator | Helena Agri-Enterprises, LLC Benefits Committee 225 Schilling Boulevard, Suite 300, Collierville, TN 38017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 160 separated participants still had money in the plan | Form 5500 ↗ |
Helena Agri-Enterprises 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 Helena Agri-Enterprises 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Helena Agri-Enterprises, LLC Benefits Committee, (901) 761-0050. The accounts are held by the recordkeeper, Merrill Lynch,pierce,fenner & Smith. Have your Social Security number and dates of employment ready.
What is the Helena Agri-Enterprises 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (901) 761-0050.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Helena Agri-Enterprises and does not hold accounts. Not financial advice. Report a correction