Find an old Oup USA 401(k)
Oup USA Tax Deferred Annuity Plan
Oup USA · Plan 001 · EIN 98-6001062 · New York, NY
| Plan administrator | Oup USA Administrative Committee 4000 Centregreen Way Ste 310, Cary, NC 27513 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 585 separated participants still had money in the plan | Form 5500 ↗ |
Oup USA Thrift Plan
The Chancellor, Masters and Scholars of the University of Oxford · Plan 002 · EIN 98-6001062 · New York, NY
| Plan administrator | Oup USA Administrative Committee 4000 Centregreen Way Ste 310, Cary, NC 27513 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 279 separated participants still had money in the plan | Form 5500 ↗ |
Oup USA Defined Contribution Retirement Plan
Oup USA · Plan 003 · EIN 98-6001062 · New York, NY
| Plan administrator | Oup USA Administrative Committee 4000 Centregreen Way Ste 310, Cary, NC 27513 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 711 separated participants still had money in the plan | Form 5500 ↗ |
Oup USA 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 Oup USA 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Oup USA Administrative Committee, (919) 677-0977. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.
What is the Oup USA 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (919) 677-0977.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Oup USA and does not hold accounts. Not financial advice. Report a correction