Find an old Lewis Brisbois Bisgaard & Smith 401(k)
Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan
Lewis Brisbois Bisgaard & Smith LLP · Plan 004 · EIN 95-3720522 · Los Angeles, CA
| Plan administrator | Lewis Brisbois Bisgaard & Smith LLP 633 W. 5th Street, Suite 4000, Los Angeles, CA 90071 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | John Hancock Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 1,271 separated participants still had money in the plan | Form 5500 ↗ |
Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan
Lewis Brisbois Bisgaard & Smith LLP · Plan 003 · EIN 95-3720522 · Los Angeles, CA
| Plan administrator | Lewis Brisbois Bisgaard & Smith LLP 633 W. 5th Street, Suite 4000, Los Angeles, CA 90071 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Morgan Stanley Smith Barney | Schedule C ↗ |
| Former employees with balances | 160 separated participants still had money in the plan | Form 5500 ↗ |
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III
Lewis Brisbois Bisgaard & Smith LLP · Plan 007 · EIN 95-3720522 · Los Angeles, CA
| Plan administrator | Lewis Brisbois Bisgaard & Smith LLP 633 W. 5th Street, Suite 4000, Los Angeles, CA 90071 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 14 separated participants still had money in the plan | Form 5500 ↗ |
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan II
Lewis Brisbois Bisgaard & Smith LLP · Plan 006 · EIN 95-3720522 · Los Angeles, CA
| Plan administrator | Lewis Brisbois Bisgaard & Smith LLP 633 W. 5th Street, Suite 4000, Los Angeles, CA 90071 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| 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 ↗ |
Lewis Brisbois Bisgaard & Smith 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 Lewis Brisbois Bisgaard & Smith 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Lewis Brisbois Bisgaard & Smith LLP, (213) 250-1800. The accounts are held by the recordkeeper, John Hancock Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Lewis Brisbois Bisgaard & Smith 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (213) 250-1800.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Lewis Brisbois Bisgaard & Smith and does not hold accounts. Not financial advice. Report a correction