Find an old Morris & Garritano Insurance Agency 401(k)
Morris & Garritano Insurance Agency, Inc. 401k Profit Sharing Plan
Morris & Garritano Insurance Agency, Inc. · Plan 002 · EIN 95-2304670 · San Luis Obispo, CA
| Plan administrator | Morris & Garritano Insurance Agency, Inc. 1122 Laurel Lane, P.O. Drawer 1189, San Luis Obispo, CA 93401 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions, | Schedule C ↗ |
| Former employees with balances | 23 separated participants still had money in the plan | Form 5500 ↗ |
Morris & Garritano Insurance Agency 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 Morris & Garritano Insurance Agency 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Morris & Garritano Insurance Agency, Inc., (805) 543-6887. The accounts are held by the recordkeeper, Transamerica Retirement Solutions,. Have your Social Security number and dates of employment ready.
What is the Morris & Garritano Insurance Agency 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (805) 543-6887.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Morris & Garritano Insurance Agency and does not hold accounts. Not financial advice. Report a correction