Find an old Laborers Local 235 Annuity Fund 401(k)

Who to contact about an account in the Laborers Local 235 Annuity Fund plan, from the filings. Free, no sign-up, no Social Security number.

Laborers Local 235 Annuity Fund

Laborers Local 235 Annuity Fund · Plan 002 · EIN 13-3498896 · Elmsford, NY

Active · plan year 2025 filingRetirement
Plan administratorLaborers Local 235 Annuity Fund
41 Knollwood Road, Elmsford, NY 10523-2813
Form 5500 ↗
Recordkeeper (who holds the accounts)Marshall & Moss Admin ServicesSchedule C ↗
Former employees with balances1,504 separated participants still had money in the planForm 5500 ↗

Laborers Local 235 Annuity Fund 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 Laborers Local 235 Annuity Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Laborers Local 235 Annuity Fund, (914) 592-3331. The accounts are held by the recordkeeper, Marshall & Moss Admin Services. Have your Social Security number and dates of employment ready.

What is the Laborers Local 235 Annuity Fund 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (914) 592-3331.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Laborers Local 235 Annuity Fund and does not hold accounts. Not financial advice. Report a correction