Find an old Hotel Equities Group 401(k)

Who to contact about an account in each of the 2 Hotel Equities Group plans, from the filings. Free, no sign-up, no Social Security number.

Hotel Equities Group, LLC 401(k) Plan

Hotel Equities Group, LLC · Plan 001 · EIN 73-1718961 · Alpharetta, GA

Active · plan year 2024 filing401(k)
Plan administratorHotel Equities Group, LLC
4800 North Point Pkwy, Suite 250, Alpharetta, GA 30022
Form 5500 ↗
Recordkeeper (who holds the accounts)ADP, Inc.Schedule C ↗
Former employees with balances491 separated participants still had money in the planForm 5500 ↗

Hotel Equities Group, LLC 401(k) Plan

Hotel Equities Group, LLC · Plan 002 · EIN 73-1718961 · Alpharetta, GA

Active · plan year 2023 filing401(k)
Plan administratorHotel Equities Group, LLC
4800 North Point Pkwy, Suite 250, Alpharetta, GA 30022
Form 5500 ↗
Recordkeeper (who holds the accounts)ADP, Inc.Schedule C ↗
Former employees with balances346 separated participants still had money in the planForm 5500 ↗

Hotel Equities Group 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually 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

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Hotel Equities Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Hotel Equities Group, LLC, (678) 578-4444. The accounts are held by the recordkeeper, ADP, Inc.. Have your Social Security number and dates of employment ready.

What is the Hotel Equities Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (678) 578-4444.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Hotel Equities Group and does not hold accounts. Not financial advice. Report a correction