Find an old Pedernales Electric Cooperative 401(k)

Who to contact about an account in each of the 2 Pedernales Electric Cooperative plans, from the filings. Free, no sign-up, no Social Security number.

Pedernales Electric Cooperative Inc. Employees 401(k) Savings Plan

Pedernales Electric Cooperative, Inc. · Plan 002 · EIN 74-0828412 · Johnson City, TX

Active · plan year 2024 filing401(k)
Plan administratorPedernales Electric Cooperative, Inc.
201 South Avenue F, Johnson City, TX 78636
Form 5500 ↗
Recordkeeper (who holds the accounts)Milliman, Inc.Schedule C ↗
Former employees with balances188 separated participants still had money in the planForm 5500 ↗

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan

Pedernales Electric Cooperative, Inc. · Plan 001 · EIN 74-0828412 · Johnson City, TX

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPec Plan Administration Committee
201 South Avenue F, Johnson City, TX 78636
Form 5500 ↗
Recordkeeper (who holds the accounts)Milliman, Inc.Schedule C ↗
Former employees with balances93 separated participants still had money in the planForm 5500 ↗

Pedernales Electric Cooperative 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 Pedernales Electric Cooperative 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pedernales Electric Cooperative, Inc., (830) 868-4900. The accounts are held by the recordkeeper, Milliman, Inc.. Have your Social Security number and dates of employment ready.

What is the Pedernales Electric Cooperative 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (830) 868-4900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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