Find an old Industrial and Commercial Bank O 401(k)

Who to contact about an account in the Industrial and Commercial Bank O plan, from the filings. Free, no sign-up, no Social Security number.

Industrial and Commercial Bank of China Financial Services LLC

Industrial and Commercial Bank O · Plan 001 · EIN 30-0234854 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorIndustrial and Commercial Bank O
1633 Broadway, 28th Floor, New York, NY 10019
Form 5500 ↗
Recordkeeper (who holds the accounts)RbcSchedule C ↗
Former employees with balances45 separated participants still had money in the planForm 5500 ↗

Industrial and Commercial Bank O 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 Industrial and Commercial Bank O 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Industrial and Commercial Bank O, (347) 489-9978. The accounts are held by the recordkeeper, Rbc. Have your Social Security number and dates of employment ready.

What is the Industrial and Commercial Bank O 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (347) 489-9978.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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