Find an old Holthouse Carlin & Van Trigt 401(k)
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II
Holthouse Carlin & Van Trigt LLP · Plan 003 · EIN 95-4345526 · Los Angeles, CA
| Plan administrator | Holthouse Carlin & Van Trigt LLP 11444 West Olympic Boulevard, 11th Floor, Los Angeles, CA 90064 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 254 separated participants still had money in the plan | Form 5500 ↗ |
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust
Holthouse Carlin & Van Trigt LLP · Plan 001 · EIN 95-4345526 · Los Angeles, CA
| Plan administrator | Holthouse Carlin & Van Trigt LLP 11444 West Olympic Boulevard, 11th Floor, Los Angeles, CA 90064 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments | Schedule C ↗ |
| Former employees with balances | 42 separated participants still had money in the plan | Form 5500 ↗ |
Hcvt Cash Balance Plan
Holthouse Carlin & Van Trigt LLP · Plan 006 · EIN 95-4345526 · Los Angeles, CA
| Plan administrator | Holthouse Carlin & Van Trigt LLP 11444 West Olympic Blvd, 11th Floor, Los Angeles, CA 90064 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Holthouse Carlin & Van Trigt LLP Cash Balance Retirement Plan II
Holthouse Carlin & Van Trigt LLP · Plan 005 · EIN 95-4345526 · Los Angeles, CA
| Plan administrator | Holthouse Carlin & Van Trigt LLP 11444 West Olympic Boulevard, 11th Floor, Los Angeles, CA 90064 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Holthouse Carlin & Van Trigt 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 Holthouse Carlin & Van Trigt 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Holthouse Carlin & Van Trigt LLP, (310) 566-1900. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Holthouse Carlin & Van Trigt 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (310) 566-1900.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Holthouse Carlin & Van Trigt and does not hold accounts. Not financial advice. Report a correction