Find an old Pentegra Services 401(k)
Mstc Easy(K) Pep
Pentegra Services Inc · Plan 003 · EIN 13-5645888 · White Plains, NY
| Plan administrator | Pentegra Services Inc 701 Westchester Avenue, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pentegra Services, Icn. | Schedule C ↗ |
| Former employees with balances | 118 separated participants still had money in the plan | Form 5500 ↗ |
A Better 401(k) Plan
Pentegra Services, Inc. · Plan 002 · EIN 13-5645888 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 701 Westchester Avenue, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Pentegra Defined Benefit Plan for Financial Inst
Board of Directors of Pentegra Defined Benefit Plan · Plan 333 · EIN 13-5645888 · White Plains, NY
| Plan administrator | Eric Wietsma, President, Pentegra Db Plan 701 Westchester Avenue Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5,706 separated participants still had money in the plan | Form 5500 ↗ |
Pentegra Services 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 Pentegra Services 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Pentegra Services Inc, (800) 872-3473. The accounts are held by the recordkeeper, Pentegra Services, Icn.. Have your Social Security number and dates of employment ready.
What is the Pentegra Services 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (800) 872-3473.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Pentegra Services and does not hold accounts. Not financial advice. Report a correction