Find an old Native Energy & Technology 401(k)
Native Energy & Technology, Inc. 401(k) Profit Sharing Plan
Native Energy & Technology, Inc. · Plan 001 · EIN 74-2890367 · San Antonio, TX
| Plan administrator | Fiduciary Wise, LLC 2487 S. Gilbert Road, Suite 106-454, Gilbert, AZ 85295 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Inwest Retirement Solutions | 2023 Schedule C ↗ |
| Former employees with balances | 53 separated participants still had money in the plan | Form 5500 ↗ |
The Contractors Retirement Plan
Native Energy & Technology, Inc. · Plan 002 · EIN 74-2890367 · San Antonio, TX
| Plan administrator | Native Energy & Technology, Inc. 12830 Cogburn Ave, San Antonio, TX 78249 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The 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 ↗ |
Native Energy & Technology 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 Native Energy & Technology 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Fiduciary Wise, LLC, (480) 855-4017. The accounts are held by the recordkeeper, Inwest Retirement Solutions. Have your Social Security number and dates of employment ready.
What is the Native Energy & Technology 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (480) 855-4017.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Native Energy & Technology and does not hold accounts. Not financial advice. Report a correction