Find an old Houston Livestock Show and Rodeo 401(k)

Who to contact about an account in each of the 2 Houston Livestock Show and Rodeo plans, from the filings. Free, no sign-up, no Social Security number.

Houston Livestock Show and Rodeo 401(k) Plan

Houston Livestock Show and Rodeo, Inc. · Plan 003 · EIN 74-1142851 · Houston, TX

Active · plan year 2024 filing401(k)
Plan administratorHouston Livestock Show and Rodeo, Inc.
P.O. Box 20070, Houston, TX 77225-0070
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances31 separated participants still had money in the planForm 5500 ↗

Houston Livestock Show and Rodeo Retirement Plan and Trust Agreement

Houston Livestock Show and Rodeo · Plan 001 · EIN 74-1142851 · Houston, TX

Active · plan year 2024 filingPension (defined benefit)
Plan administratorHouston Livestock Show and Rodeo
P.O. Box 20070, Houston, TX 77225-0070
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances15 separated participants still had money in the planForm 5500 ↗

Houston Livestock Show and Rodeo 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 Houston Livestock Show and Rodeo 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Houston Livestock Show and Rodeo, Inc., (832) 667-1120. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Houston Livestock Show and Rodeo 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (832) 667-1120.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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