Find an old JRM Construction Management 401(k)
Jrm Construction Management 401(k) Plan
Jrm Construction Management, LLC · Plan 001 · EIN 20-8783504 · New York, NY
| Plan administrator | Jrm Construction Management, LLC 111 West 33rd Street, 4th Floor, New York, NY 10120 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 109 separated participants still had money in the plan | Form 5500 ↗ |
Jrm Construction Management Employee Stock Ownership Plan
Jrm Construction Management · Plan 003 · EIN 20-8783504 · New York, NY
| Plan administrator | Jrm Construction Management 242 West 36th St, 11th Floor, New York, NY 10018 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 106 separated participants still had money in the plan | Form 5500 ↗ |
Jrm Construction Management Defined Benefit Pension Plan
Jrm Construction Management, LLC · Plan 002 · EIN 20-8783504 · New York, NY
| Plan administrator | Jrm Construction Management, LLC 242 West 36th Street, 9th Floor, New York, NY 10018 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
JRM Construction Management 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 JRM Construction Management 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Jrm Construction Management, LLC, (212) 545-0500. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the JRM Construction Management 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 545-0500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with JRM Construction Management and does not hold accounts. Not financial advice. Report a correction