Find an old Intermediaryed 401(k)
Intermediaryed 401(k) Plan
Intermediaryed · Plan 001 · EIN 42-0841485 · Mount Vernon, IA
| Plan administrator | National Benefit Services, LLC PO Box 219612, Kansas City, MO 64121 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Act, Inc. Defined Contribution Retirement Plan
Intermediaryed · Plan 003 · EIN 42-0841485 · Mount Vernon, IA
| Plan administrator | Intermediaryed PO Box 28, Mount Vernon, IA 52314 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 2,542 separated participants still had money in the plan | Form 5500 ↗ |
403(b) Thrift Plan for Professional Examination Service
Professional Examination Servi · Plan 004 · EIN 42-0841485 · Mount Vernon, IA
| Plan administrator | Professional Examination Servi PO Box 28, Mount Vernon, IA 52314 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Intermediaryed 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 Intermediaryed 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: National Benefit Services, LLC, (801) 532-4000. Have your Social Security number and dates of employment ready.
What is the Intermediaryed 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (801) 532-4000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Intermediaryed and does not hold accounts. Not financial advice. Report a correction