Find an old Kennedy Collective 401(k)
The Kennedy Collective, Inc. 401(k) Plan
The Kennedy Collective, Inc. · Plan 003 · EIN 06-0709295 · Trumbull, CT
| Plan administrator | The Kennedy Collective, Inc. 2440 Reservoir Avenue, Trumbull, CT 06611 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | ADP, Inc. | Schedule C ↗ |
| Former employees with balances | 117 separated participants still had money in the plan | Form 5500 ↗ |
The Kennedy Center, Inc. 403(b) Retirement Plan
The Kennedy Center, Inc. · Plan 002 · EIN 06-0709295 · Trumbell, CT
| Plan administrator | The Kennedy Center, Inc. 2440 Reservoir Ave, Trumbell, CT 06611 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
The Kennedy Center, Inc. Retirement Plan
The Kennedy Center, Inc. · Plan 001 · EIN 06-0709295 · Trumbull, CT
| Plan administrator | The Kennedy Center, Inc. 2440 Reservoir Ave, Trumbull, CT 06611 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Trust Company | 2022 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Kennedy Collective 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 Kennedy Collective 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Kennedy Collective, Inc., (203) 365-8522. The accounts are held by the recordkeeper, ADP, Inc.. Have your Social Security number and dates of employment ready.
What is the Kennedy Collective 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (203) 365-8522.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Kennedy Collective and does not hold accounts. Not financial advice. Report a correction