Find an old Ozinga Bros 401(k)

Who to contact about an account in the Ozinga Bros plan, from the filings. Free, no sign-up, no Social Security number.

Ozinga Bros., Inc. Employee'S Profit Sharing Plan & Trust

Ozinga Bros., Inc. · Plan 001 · EIN 36-2332999 · Mokena, IL

Active · plan year 2024 filing401(k)
Plan administratorOzinga Bros., Inc.
19001 Old Lagrange Road, Suite 300, Mokena, IL 60448
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances157 separated participants still had money in the planForm 5500 ↗

Ozinga Bros 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 Ozinga Bros 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ozinga Bros., Inc., (708) 326-4352. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Ozinga Bros 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (708) 326-4352.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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