Find an old Midwest Orthopaedic Consultants, SC 401(k)

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

Midwest Orthopaedic Consultants, S. C. Profit Sharing 401(k) Plan

Midwest Orthopaedic Consultants, Sc · Plan 001 · EIN 36-4005696 · Orland Park, IL

Active · plan year 2024 filing401(k)
Plan administratorMidwest Orthopaedic Consultants, Sc
10719 W. 160th St., Orland Park, IL 60467
Form 5500 ↗
Recordkeeper (who holds the accounts)Cpi Qualified Plan Consultants, IncSchedule C ↗
Former employees with balances40 separated participants still had money in the planForm 5500 ↗

Midwest Orthopaedic Consultants, Sc Cash Balance Plan

Midwest Orthopaedic Consultants, Sc · Plan 002 · EIN 36-4005696 · Orland Park, IL

Active · plan year 2024 filingPension (defined benefit)
Plan administratorMidwest Orthopaedic Consultants, Sc
10719 W 160th Street, Orland Park, IL 60467
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Midwest Orthopaedic Consultants, SC 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 Midwest Orthopaedic Consultants, SC 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Midwest Orthopaedic Consultants, Sc, (708) 226-3300. The accounts are held by the recordkeeper, Cpi Qualified Plan Consultants, Inc. Have your Social Security number and dates of employment ready.

What is the Midwest Orthopaedic Consultants, SC 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (708) 226-3300.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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