Find an old KPMG 401(k)
KPMG 401(k) Capital Accumulation Plan
KPMG LLP · Plan 011 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645-1842 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch, Pierce, Fenner | Schedule C ↗ |
| Former employees with balances | 17,649 separated participants still had money in the plan | Form 5500 ↗ |
KPMG Puerto Rico Capital Accumulation Plan
KPMG LLP · Plan 021 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645-4135 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch, Pierce, Fenner | Schedule C ↗ |
| Former employees with balances | 95 separated participants still had money in the plan | Form 5500 ↗ |
KPMG Partner Retirement Savings Plan
KPMG LLP C/O Total Rewards Dept · Plan 017 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch,pierce,fenner & Smith | Schedule C ↗ |
| Former employees with balances | 1,011 separated participants still had money in the plan | Form 5500 ↗ |
KPMG Personal Account for Retirement
KPMG LLP C/O Total Rewards Dept · Plan 013 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch,pierce,fenner & Smith | Schedule C ↗ |
| Former employees with balances | 1,313 separated participants still had money in the plan | Form 5500 ↗ |
KPMG Partner Pension Plan
KPMG LLP · Plan 018 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645-1842 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Willis Towers Watson | Schedule C ↗ |
| Former employees with balances | 865 separated participants still had money in the plan | Form 5500 ↗ |
KPMG Pension Plan
KPMG LLP · Plan 016 · EIN 13-5565207 · Montvale, NJ
| Plan administrator | KPMG Pension Strategy & Investment Committee 75 Chestnut Ridge Road, Montvale, NJ 07645-1842 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Willis Towers Watson | Schedule C ↗ |
| Former employees with balances | 48,186 separated participants still had money in the plan | Form 5500 ↗ |
KPMG 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 KPMG 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: KPMG Pension Strategy & Investment Committee, (800) 576-4435. The accounts are held by the recordkeeper, Merrill Lynch, Pierce, Fenner. Have your Social Security number and dates of employment ready.
What is the KPMG 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (800) 576-4435.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with KPMG and does not hold accounts. Not financial advice. Report a correction