Find an old Oakland Museum of California 401(k)

Who to contact about an account in the Oakland Museum of California plan, from the filings. Free, no sign-up, no Social Security number.

Oakland Museum of California 403(b) Dc Plan

Oakland Museum of California · Plan 001 · EIN 45-3138892 · Oakland, CA

Active · plan year 2024 filing403(b)
Plan administratorOakland Museum of California
1000 Oak Street, Oakland, CA 94607
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances190 separated participants still had money in the planForm 5500 ↗

Oakland Museum of California 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 Oakland Museum of California 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Oakland Museum of California, (510) 318-8551. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Oakland Museum of California 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (510) 318-8551.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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