Find an old Packer Collegiate Institute 401(k)

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

The Packer Collegiate Institute Defined Contribution Retirement Plan

The Packer Collegiate Institute · Plan 001 · EIN 11-1633522 · Brooklyn, NY

Active · plan year 2024 filing403(b)
Plan administratorThe Packer Collegiate Institute
170 Joralemon Street, Brooklyn, NY 11201-4312
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances440 separated participants still had money in the planForm 5500 ↗

Packer Collegiate Institute 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 Packer Collegiate Institute 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Packer Collegiate Institute, (718) 250-0336. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Packer Collegiate Institute 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (718) 250-0336.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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