Find an old Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k)

Who to contact about an account in each of the 4 Miller, Johnson, Snell & Cummiskey, P.L.C. plans, from the filings. Free, no sign-up, no Social Security number.

Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan

Miller, Johnson, Snell & Cummiskey, P.L.C. · Plan 001 · EIN 38-1603110 · Grand Rapids, MI

Active · plan year 2024 filing401(k)
Plan administratorMiller, Johnson, Snell & Cummiskey, P.L.C.
45 Ottawa Ave. SW, Suite 1100, Grand Rapids, MI 49503
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services IncSchedule C ↗
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan III

Miller, Johnson, Snell & Cummiskey, P.L.C. · Plan 005 · EIN 38-1603110 · Grand Rapids, MI

Active · plan year 2024 filing401(k)
Plan administratorMiller, Johnson, Snell & Cummiskey, P.L.C.
45 Ottawa Ave. SW, Suite 1100, Grand Rapids, MI 49503
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan II

Miller, Johnson, Snell & Cummiskey, P.L.C. · Plan 003 · EIN 38-1603110 · Grand Rapids, MI

Terminated · plan year 2022 filing401(k)
Plan administratorMiller, Johnson, Snell & Cummiskey, P.L.C.
45 Ottawa Ave. SW, Suite 1100, Grand Rapids, MI 49503
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Miller Johnson Cash Balance Plan

Miller, Johnson, Snell & Cummiskey, Plc · Plan 004 · EIN 38-1603110 · Grand Rapids, MI

Terminated · plan year 2024 filingPension (defined benefit)
Plan administratorMiller, Johnson, Snell & Cummiskey, Plc
45 Ottawa Ave. SW,, Suite 1100, Grand Rapids, MI 49503
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Miller, Johnson, Snell & Cummiskey, P.L.C. 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 Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Miller, Johnson, Snell & Cummiskey, P.L.C., (616) 831-1839. The accounts are held by the recordkeeper, Schwab Retirement Plan Services Inc. Have your Social Security number and dates of employment ready.

What is the Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (616) 831-1839.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Miller, Johnson, Snell & Cummiskey, P.L.C. and does not hold accounts. Not financial advice. Report a correction