Find an old People Sustaining Kings Valley 401(k)

Who to contact about an account in the People Sustaining Kings Valley plan, from the filings. Free, no sign-up, no Social Security number.

People Sustaining Kings Valley 403(b) Plan

People Sustaining Kings Valley · Plan 001 · EIN 45-2303537 · Philomath, OR

Active · plan year 2024 filing403(b)
Plan administratorPeople Sustaining Kings Valley
38840 Kings Valley Highway, Philomath, or 97370
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance Company2023 Schedule C ↗

People Sustaining Kings Valley 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 People Sustaining Kings Valley 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: People Sustaining Kings Valley, (541) 929-2134. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the People Sustaining Kings Valley 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (541) 929-2134.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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