Find an old Huntsville Rehabilitation Foundation 401(k)

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

Phoenix 401(k) Plan

Huntsville Rehabilitation Foundation, Inc. · Plan 005 · EIN 23-7450941 · Huntsville, AL

Active · plan year 2024 filing401(k)
Plan administratorHuntsville Rehabilitation Foundation, Inc.
2939 Johnson Rd, SW, Huntsville, AL 35805
Form 5500 ↗
Recordkeeper (who holds the accounts)Ascensus LLCSchedule C ↗
Former employees with balances19 separated participants still had money in the planForm 5500 ↗

Huntsville Rehabilitation Foundation Retirement Plan

Huntsville Rehabilitation Foundation · Plan 001 · EIN 23-7450941 · Huntsville, AL

Terminated · plan year 2023 filing403(b)
Plan administratorHuntsville Rehabilitation Foundation
2939 Johnson Rd SW, Huntsville, AL 35805-5844
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Huntsville Rehabilitation Foundation 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 Huntsville Rehabilitation Foundation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Huntsville Rehabilitation Foundation, Inc., (256) 319-7860. The accounts are held by the recordkeeper, Ascensus LLC. Have your Social Security number and dates of employment ready.

What is the Huntsville Rehabilitation Foundation 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (256) 319-7860.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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