Find an old Oscar W. Larson 401(k)

Who to contact about an account in each of the 3 Oscar W. Larson plans, from the filings. Free, no sign-up, no Social Security number.

Owl Services 401(k) Plan

The Oscar W. Larson Company · Plan 003 · EIN 38-1607330 · Clarkston, MI

Active · plan year 2024 filing401(k)
Plan administratorThe Oscar W. Larson Company
10100 Dixie Highway, Clarkston, MI 48348
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services,incSchedule C ↗
Former employees with balances333 separated participants still had money in the planForm 5500 ↗

The Oscar W Larson Co. Pace Union 401(k) Plan

Oscar W Larson Company · Plan 004 · EIN 38-1607330 · Clarkston, MI

Terminated · plan year 2021 filing401(k)
Plan administratorOscar W Larson Company
10100 Dixie Highway, Clarkston, MI 48348
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Oscar W Larson Company Profit Sharing Plan

Oscar W Larson Company · Plan 002 · EIN 38-1607330 · Clarkston, MI

Terminated · plan year 2022 filingProfit-sharing
Plan administratorOscar W Larson Company
10100 Dixie Highway, Clarkston, MI 48348
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Oscar W. Larson 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 Oscar W. Larson 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Oscar W. Larson Company, (248) 620-0070. The accounts are held by the recordkeeper, Schwab Retirement Plan Services,inc. Have your Social Security number and dates of employment ready.

What is the Oscar W. Larson 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (248) 620-0070.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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