Find an old Hooper, Lundy & Bookman 401(k)
Hooper, Lundy & Bookman, Inc. 401(k) Plan
Hooper, Lundy & Bookman, P.C. · Plan 001 · EIN 95-4109805 · Los Angeles, CA
| Plan administrator | Hooper, Lundy & Bookman, P.C. 1875 Century Park East, Suite 1600, Los Angeles, CA 90067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 44 separated participants still had money in the plan | Form 5500 ↗ |
Hooper, Lundy, & Bookman, Inc. Profit Sharing Plan
Hooper, Lundy & Bookman, P.C. · Plan 003 · EIN 95-4109805 · Los Angeles, CA
| Plan administrator | Hooper, Lundy & Bookman, P.C. 1875 Century Park East, Suite 1600, Los Angeles, CA 90067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Hooper, Lundy & Bookman, P.C. 2018 Pension Plan
Hooper, Lundy & Bookman, P.C. · Plan 004 · EIN 95-4109805 · Los Angeles, CA
| Plan administrator | Hooper, Lundy & Bookman, P.C. 1875 Century Park East, Suite 1600, Los Angeles, CA 90067 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Hooper, Lundy & Bookman, Inc. Cash Balance Pension Plan
Hooper, Lundy & Bookman, Inc. · Plan 002 · EIN 95-4109805 · Los Angeles, CA
| Plan administrator | Hooper, Lundy & Bookman, Inc. 1875 Century Park E Ste 1600, Los Angeles, CA 90067-2517 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Hooper, Lundy & Bookman 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 Hooper, Lundy & Bookman 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Hooper, Lundy & Bookman, P.C., (310) 551-8111. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Hooper, Lundy & Bookman 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (310) 551-8111.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Hooper, Lundy & Bookman and does not hold accounts. Not financial advice. Report a correction