Find an old North American Dental Management 401(k)

Who to contact about an account in the North American Dental Management plan, from the filings. Free, no sign-up, no Social Security number.

North American Dental Management, LLC 401(k) Plan

North American Dental Management, LLC · Plan 003 · EIN 27-4348426 · Pittsburgh, PA

Active · plan year 2024 filing401(k)
Plan administratorNorth American Dental Management, LLC
125 Enterprise Drive, Suite 200, Pittsburgh, PA 15275
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances429 separated participants still had money in the planForm 5500 ↗

North American Dental Management 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 North American Dental Management 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: North American Dental Management, LLC, (724) 698-2551. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the North American Dental Management 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (724) 698-2551.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with North American Dental Management and does not hold accounts. Not financial advice. Report a correction