Find an old Orthopedic Assoc. of Hartford 401(k)

Who to contact about an account in the Orthopedic Assoc. of Hartford plan, from the filings. Free, no sign-up, no Social Security number.

Orthopedic Associates of Hartford P.C. Section 401k Profit Sharing Plan

Orthopedic Assoc. of Hartford PC · Plan 002 · EIN 06-0837726 · Farmington, CT

Active · plan year 2024 filing401(k)
Plan administratorOrthopedic Assoc. of Hartford PC
74 Batterson Park Rd Suite 107, Farmington, CT 06032
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances108 separated participants still had money in the planForm 5500 ↗

Orthopedic Assoc. of Hartford 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 Orthopedic Assoc. of Hartford 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Orthopedic Assoc. of Hartford PC, (860) 549-8281. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the Orthopedic Assoc. of Hartford 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (860) 549-8281.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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