Find an old Pentegra Services 401(k)
The 401(k) Plan
Pentegra Services, Inc · Plan 006 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 401 Westchester Avenue, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 212 separated participants still had money in the plan | Form 5500 ↗ |
The Baldwin Group Pep
Pentegra Services, Inc · Plan 011 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc 701 Westchester Ave, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins Co of America | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Strategic Retirement Program
Pentegra Services, Inc · Plan 004 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc 701 Westchester Ave, Suite 320e,, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins Co of America | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
The Retiresmart Pep
Pentegra Services, Inc. · Plan 009 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 701 Westchester Avenue, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 226 separated participants still had money in the plan | Form 5500 ↗ |
Smart Retirement Pep
Pentegra Services, Inc · Plan 010 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc 701 Westchester Avenue, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins Co of America | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
The Tsg Pep
Pentegra Retirement Services · Plan 014 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Retirement Services 701 Westchester Ave, 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 | 0 separated participants still had money in the plan | Form 5500 ↗ |
Key 401(k) Pooled Employer Plan
Pentegra Services, Inc · Plan 015 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc 701 Westchester Ave, Suite 320e,, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions, | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
The Gratitude Pep
Pentegra Services, Inc · Plan 007 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc 701 Westchaster Ave, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
The 401k Group Purchase Plan
Pentegra Services, Inc. · Plan 016 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 701 Westchester Ave, Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 37 separated participants still had money in the plan | Form 5500 ↗ |
Seligman Group Retirement Plan
Pentegra Services, Inc. · Plan 008 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 701 Westchester Ave Suite 320e, White Plains, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Triumph 401(k)
Pentegra Services, Inc. · Plan 012 · EIN 13-3745616 · White Plains, NY
| Plan administrator | Pentegra Services, Inc. 701 Westchester Ave., 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 | 13 separated participants still had money in the plan | Form 5500 ↗ |
Kidney Specialists of Central Oklahoma 401(k)
Kidney Specialists of Central Oklahoma · Plan 002 · EIN 13-3745616 · 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) |
Richart Distributors, Inc. 401(k) Profit Sharing Plan
Richart Distributors, Inc. · Plan 001 · EIN 13-3745616 · Oklahoma City, OK
| Plan administrator | Richart Distributors, Inc. 3415 S. 1-35 Service Road, Oklahoma City, OK 73129 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
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., (844) 367-2848. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. 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 (844) 367-2848.
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