Find an old Office Management Systems 401(k)
Office Management Systems, Inc. 401(k) and Profit Sharing Plan
Office Management Systems, Inc. · Plan 001 · EIN 64-0679888 · Columbus, MS
| Plan administrator | Office Management Systems, Inc. 327 Yorkville Road East, Columbus, MS 39702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | T. E. Lott and Company | Schedule C ↗ |
| Former employees with balances | 38 separated participants still had money in the plan | Form 5500 ↗ |
Office Management Systems 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 Office Management Systems 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Office Management Systems, Inc., (662) 244-6500. The accounts are held by the recordkeeper, T. E. Lott and Company. Have your Social Security number and dates of employment ready.
What is the Office Management Systems 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (662) 244-6500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Office Management Systems and does not hold accounts. Not financial advice. Report a correction