Find an old Pennsylvania Academy of the Fine Arts 401(k)

Who to contact about an account in each of the 2 Pennsylvania Academy of the Fine Arts plans, from the filings. Free, no sign-up, no Social Security number.

Pennsylvania Academy of the Fine Arts Defined Contribution Retirement Plan

Pennsylvania Academy of the Fine Arts · Plan 002 · EIN 23-1352256 · Philadelphia, PA

Active · plan year 2024 filing403(b)
Plan administratorPennsylvania Academy of the Fine Arts
128 N. Broad Street, Philadelphia, PA 19102-1424
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAA - Teachers Ins & Annuity AssocSchedule C ↗
Former employees with balances82 separated participants still had money in the planForm 5500 ↗

The Pennsylvania Academy of the Fine Arts Retirement Plan

The Pennsylvania Academy of the Fine Arts · Plan 001 · EIN 23-1352256 · Philadelphia, PA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorThe Pennsylvania Academy of the Fine Arts
128 N. Broad Street, Philadelphia, PA 19102-1424
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Pennsylvania Academy of the Fine Arts 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 Pennsylvania Academy of the Fine Arts 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pennsylvania Academy of the Fine Arts, (215) 972-7600. The accounts are held by the recordkeeper, TIAA - Teachers Ins & Annuity Assoc. Have your Social Security number and dates of employment ready.

What is the Pennsylvania Academy of the Fine Arts 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (215) 972-7600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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