Find an old Luck Stone 401(k)

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

Luck Stone Corporation 401(k) Plan

Luck Stone Corporation · Plan 002 · EIN 54-0630628 · Manakin-Sabot, VA

Active · plan year 2024 filing401(k)
Plan administratorLuck Stone Corporation
515 Stone Mill Drive, Manakin-Sabot, VA 23103
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances175 separated participants still had money in the planForm 5500 ↗

Luck Stone Corporation Retirement Plan and Trust

Luck Stone Corporation · Plan 001 · EIN 54-0630628 · Richmond, VA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorLuck Stone Corporation
PO Box 29682, Richmond, VA 23242-0682
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances275 separated participants still had money in the planForm 5500 ↗

Luck Stone 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 Luck Stone 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Luck Stone Corporation, (804) 784-6313. 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 Luck Stone 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (804) 784-6313.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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