Find an old Mary Washington Healthcare 401(k)
Mary Washington Healthcare 401(k) Plan
Mary Washington Healthcare · Plan 002 · EIN 54-1240646 · Fredericksburg, VA
| Plan administrator | Mary Washington Healthcare 1340 Central Park Blvd, Suite 100, Fredericksburg, VA 22401 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Ins Ops Co LLC | 2024 Schedule C ↗ |
Mary Washington Healthcare 403(b) Plan
Mary Washington Healthcare · Plan 003 · EIN 54-1240646 · Fredericksburg, VA
| Plan administrator | Mary Washington Healthcare 1340 Central Park Blvd, Suite 100, Fredericksburg, VA 22401 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 21 separated participants still had money in the plan | Form 5500 ↗ |
Mary Washington Healthcare Defined Benefit Retirement Plan
Mary Washington Healthcare · Plan 001 · EIN 54-1240646 · Fredericksburg, VA
| Plan administrator | The Retirement Committee Mary Washington Healthcare 1001 Sam Perry Boulevard, Fredericksburg, VA 22401 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Bank | Schedule C ↗ |
| Former employees with balances | 399 separated participants still had money in the plan | Form 5500 ↗ |
Mary Washington Healthcare 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 Mary Washington Healthcare 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Mary Washington Healthcare, (540) 741-2500. The accounts are held by the recordkeeper, Fidelity Investments Ins Ops Co LLC. Have your Social Security number and dates of employment ready.
What is the Mary Washington Healthcare 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (540) 741-2500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Mary Washington Healthcare and does not hold accounts. Not financial advice. Report a correction