Find an old Kansas University Endowment Association 401(k)

Who to contact about an account in each of the 2 Kansas University Endowment Association plans, from the filings. Free, no sign-up, no Social Security number.

Ku Endowment Association Employees 401(k) Plan

Kansas University Endowment Association · Plan 002 · EIN 48-0547734 · Lawrence, KS

Active · plan year 2025 filing401(k)
Plan administratorKansas University Endowment Association
1891 Constant Ave, Lawrence, KS 66047
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances68 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of the Kansas University Endowment Association

Kansas University Endowment Association · Plan 001 · EIN 48-0547734 · Lawrence, KS

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKansas University Endowment Association
P.O. Box 928, Lawrence, KS 66044-0928
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances80 separated participants still had money in the planForm 5500 ↗

Kansas University Endowment Association 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 Kansas University Endowment Association 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Kansas University Endowment Association, (785) 832-7400. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Kansas University Endowment Association 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (785) 832-7400.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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