Find an old KML Law Group 401(k)

Who to contact about an account in each of the 2 KML Law Group plans, from the filings. Free, no sign-up, no Social Security number.

Kml Law Group, P.C. 401k Profit Sharing Plan

Kml Law Group, P.C. · Plan 002 · EIN 23-2179697 · Philadelphia, PA

Active · plan year 2024 filing401(k)
Plan administratorKml Law Group, P.C.
701 Market Street - Suite 5000, Philadelphia, PA 19106
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances52 separated participants still had money in the planForm 5500 ↗

Kml Law Group, P.C. Cash Balance Pension Plan

Kml Law Group, P.C. · Plan 003 · EIN 23-2179697 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorKml Law Group, P.C.
701 Market Street - Suite 5000, Philadelphia, PA 19106
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe 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 ↗

KML Law Group 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 KML Law Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Kml Law Group, P.C., (215) 627-1322. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the KML Law Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (215) 627-1322.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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