Find an old Nelson & Sons Construction 401(k)
Employee Benefit Plan of Nelson & Sons
Nelson & Sons Construction Co, Inc. · Plan 001 · EIN 91-1726988 · Woodinville, WA
| Plan administrator | Nelson & Sons Construction Co, Inc. 7303a W Bostian Road, Woodinville, WA 98072 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Cetera Investment Advisors | Schedule C ↗ |
| Former employees with balances | 114 separated participants still had money in the plan | Form 5500 ↗ |
Nelson & Sons Construction 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 Nelson & Sons Construction 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Nelson & Sons Construction Co, Inc., (360) 668-3800. The accounts are held by the recordkeeper, Cetera Investment Advisors. Have your Social Security number and dates of employment ready.
What is the Nelson & Sons Construction 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (360) 668-3800.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Nelson & Sons Construction and does not hold accounts. Not financial advice. Report a correction