Find an old Malvern National Bank 401(k)

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

Malvern National Bank 401(k) Profit Sharing Plan

Malvern National Bank · Plan 001 · EIN 71-0113421 · Malvern, AR

Active · plan year 2025 filing401(k)
Plan administratorMalvern National Bank
1 Money Place, Malvern, AR 72104
Form 5500 ↗
Recordkeeper (who holds the accounts)Jpmorgan Invest Holdings LLCSchedule C ↗
Former employees with balances18 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of Malvern National Bank

Malvern National Bank · Plan 002 · EIN 71-0113421 · Malvern, AR

Active · plan year 2024 filingPension (defined benefit)
Plan administratorRetirement Committee
403 South Main, P.O. Box 370, Malvern, AR 72104
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Malvern National Bank 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 Malvern National Bank 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Malvern National Bank, (501) 332-6955. The accounts are held by the recordkeeper, Jpmorgan Invest Holdings LLC. Have your Social Security number and dates of employment ready.

What is the Malvern National Bank 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (501) 332-6955.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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