Find an old Jesuit High School of Sacramento 401(k)
Jesuit High School of Sacramento Employee Retirement Plan
Jesuit High School of Sacramento · Plan 002 · EIN 94-1525873 · Carmichael, CA
| Plan administrator | Jesuit High School of Sacramento 1200 Jacob Lane, Carmichael, CA 95608-6024 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | American United Life Insurance Co | Schedule C ↗ |
| Former employees with balances | 35 separated participants still had money in the plan | Form 5500 ↗ |
Jesuit High School of Sacramento 401a Dc Plan
Jesuit High School of Sacramento · Plan 001 · EIN 94-1525873 · Carmichael, CA
| Plan administrator | Jesuit High School of Sacramento 1200 Jacob Ln, Carmichael, CA 95608-6024 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Jesuit High School of Sacramento 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 Jesuit High School of Sacramento 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Jesuit High School of Sacramento, (916) 480-2115. The accounts are held by the recordkeeper, American United Life Insurance Co. Have your Social Security number and dates of employment ready.
What is the Jesuit High School of Sacramento 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (916) 480-2115.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Jesuit High School of Sacramento and does not hold accounts. Not financial advice. Report a correction