Find an old Lumsden & McCormick 401(k)
Lumsden & Mccormick, LLP 401(k) Plan
Lumsden & Mccormick, LLP · Plan 001 · EIN 16-0765486 · Buffalo, NY
Active · plan year 2025 filing401(k)
| Plan administrator | Lumsden & Mccormick, LLP Cyclorama Building, 369 Franklin St, Buffalo, NY 14202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 49 separated participants still had money in the plan | Form 5500 ↗ |
Lumsden & McCormick 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 Lumsden & McCormick 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Lumsden & Mccormick, LLP, (716) 856-3300. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Lumsden & McCormick 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (716) 856-3300.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Lumsden & McCormick and does not hold accounts. Not financial advice. Report a correction