Find an old Morgan Lewis & Bockius LLP Lisa Solley 401(k)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan
Morgan Lewis & Bockius LLP Lisa Solley · Plan 005 · EIN 23-0891050 · Philadelphia, PA
| Plan administrator | Morgan Lewis & Bockius LLP Lisa Solley 2222 Market St., Philadelphia, PA 19103-3007 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 1,821 separated participants still had money in the plan | Form 5500 ↗ |
Morgan, Lewis & Bockius LLP Defined Contribution Plan
Morgan, Lewis & Bockius LLP Lisa Solley · Plan 009 · EIN 23-0891050 · Philadelphia, PA
| Plan administrator | Morgan, Lewis & Bockius LLP Benefits Administration Committee 2222 Market St., Philadelphia, PA 19103-3007 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc. | 2023 Schedule C ↗ |
| Former employees with balances | 826 separated participants still had money in the plan | Form 5500 ↗ |
Morgan, Lewis & Bockius LLP Cash Balance Plan
Morgan, Lewis & Bockius LLP · Plan 014 · EIN 23-0891050 · Philadelphia, PA
| Plan administrator | Morgan, Lewis & Bockius LLP Benefits Administration Committee 2222 Market Street, Philadelphia, PA 19103-3007 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 407 separated participants still had money in the plan | Form 5500 ↗ |
Morgan, Lewis & Bockius LLP Employees Pension Plan
Morgan, Lewis & Bockius LLP · Plan 002 · EIN 23-0891050 · Philadelphia, PA
| Plan administrator | Morgan, Lewis & Bockius LLP 2222 Market Street, Philadelphia, PA 19103-3007 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 230 separated participants still had money in the plan | Form 5500 ↗ |
Morgan Lewis & Bockius LLP Lisa Solley 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 Morgan Lewis & Bockius LLP Lisa Solley 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Morgan Lewis & Bockius LLP Lisa Solley, (215) 963-5000. Have your Social Security number and dates of employment ready.
What is the Morgan Lewis & Bockius LLP Lisa Solley 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 963-5000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Morgan Lewis & Bockius LLP Lisa Solley and does not hold accounts. Not financial advice. Report a correction