Find an old National Roofing Industry Pension Fund Wilson-McShane 401(k)

Who to contact about an account in each of the 2 National Roofing Industry Pension Fund Wilson-McShane plans, from the filings. Free, no sign-up, no Social Security number.

National Roofing Industry Supplemental Pension Plan

Trustees of National Roofing Industry Supplemental Pension Plan · Plan 002 · EIN 36-6157071 · Bloomington, MN

Active · plan year 2025 filingProfit-sharing
Plan administratorTrustees of National Roofing Industry Supplemental Pension Plan
3001 Metro Drive, Suite 500, Bloomington, MN 55425
Form 5500 ↗
Recordkeeper (who holds the accounts)First Hill TrustSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗

National Roofing Industry Pension Fund

National Roofing Industry Pension Fund Wilson-Mcshane Corporation · Plan 001 · EIN 36-6157071 · Bloomington, MN

Active · plan year 2025 filingPension (defined benefit)
Plan administratorNational Roofing Industry Pension Fund Wilson-Mcshane Corporation
3001 Metro Drive, Suite 500, Bloomington, MN 55425
Form 5500 ↗
Recordkeeper (who holds the accounts)Legacy Professionals LLPSchedule C ↗
Former employees with balances8,805 separated participants still had money in the planForm 5500 ↗

National Roofing Industry Pension Fund Wilson-McShane 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 National Roofing Industry Pension Fund Wilson-McShane 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of National Roofing Industry Supplemental Pension Plan, (952) 854-0795. The accounts are held by the recordkeeper, First Hill Trust. Have your Social Security number and dates of employment ready.

What is the National Roofing Industry Pension Fund Wilson-McShane 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (952) 854-0795.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with National Roofing Industry Pension Fund Wilson-McShane and does not hold accounts. Not financial advice. Report a correction