Find an old Locke Lord 401(k)
Locke Lord LLP 2017 Partners Cash Balance Plan
Locke Lord LLP · Plan 012 · EIN 74-1164324 · Dallas, TX
| Plan administrator | Locke Lord LLP 2200 Ross Avenue Suite 2800, Dallas, TX 75201-2748 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Custody Solutions | Schedule C ↗ |
| Former employees with balances | 65 separated participants still had money in the plan | Form 5500 ↗ |
Locke Lord LLP Retirement Savings Plan
Locke Lord LLP · Plan 001 · EIN 74-1164324 · Dallas, TX
| Plan administrator | Locke Lord LLP 2200 Ross Avenue, Suite 2800, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Lord Bissell & Brook Retirement Plan
Locke Lord LLP · Plan 004 · EIN 74-1164324 · Dallas, TX
| Plan administrator | Locke Lord LLP 2200 Ross Avenue Suite 2800, Dallas, TX 75201-2748 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The 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 ↗ |
Locke Lord 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 Locke Lord 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Locke Lord LLP, (214) 740-8000. The accounts are held by the recordkeeper, Principal Custody Solutions. Have your Social Security number and dates of employment ready.
What is the Locke Lord 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (214) 740-8000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Locke Lord and does not hold accounts. Not financial advice. Report a correction