Find an old Luther Home of Mercy 401(k)

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

Luther Home of Mercy Retirement Savings Plan

Luther Home of Mercy · Plan 003 · EIN 34-4441788 · Williston, OH

Active · plan year 2024 filing403(b)
Plan administratorLuther Home of Mercy
P.O. Box 187, 5810 North Main Street, Williston, OH 43468-0187
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Insurance & AnnuitySchedule C ↗
Former employees with balances42 separated participants still had money in the planForm 5500 ↗

Luther Home of Mercy Retirement Savings Plan

Luther Home of Mercy · Plan 001 · EIN 34-4441788 · Williston, OH

Active · plan year 2023 filing403(b)
Plan administratorLuther Home of Mercy
P.O. Box 187, 5810 North Main Street, Williston, OH 43468-0187
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances45 separated participants still had money in the planForm 5500 ↗

Luther Home of Mercy 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 Luther Home of Mercy 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Luther Home of Mercy, (419) 972-4393. The accounts are held by the recordkeeper, Voya Retirement Insurance & Annuity. Have your Social Security number and dates of employment ready.

What is the Luther Home of Mercy 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (419) 972-4393.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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