Find an old Lassonde Pappas 401(k)

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

Lassonde 401k Plan for the Benefit of U.S. Employees

Lassonde Pappas and Company, Inc. · Plan 002 · EIN 21-0648161 · Cherry Hill, NJ

Active · plan year 2024 filing401(k)
Plan administratorLassonde Pappas and Company, Inc.
3 Executive Campus, Suite 200, Cherry Hill, NJ 08002
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances223 separated participants still had money in the planForm 5500 ↗

Zidian Management Corp. DBA the Zidian Group 401(k) Profit Sharing Plan

Lassonde Pappas and Company, Inc. · Plan 003 · EIN 21-0648161 · Cherry Hill, NJ

Active · plan year 2024 filing401(k)
Plan administratorLassonde Pappas and Company, Inc.
3 Executive Campus, Suite 200, Cherry Hill, NJ 08002
Form 5500 ↗
Recordkeeper (who holds the accounts)Newport Group, Inc.Schedule C ↗
Former employees with balances62 separated participants still had money in the planForm 5500 ↗

Lassonde Pappas 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 Lassonde Pappas 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Lassonde Pappas and Company, Inc., (856) 455-1000. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.

What is the Lassonde Pappas 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (856) 455-1000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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