Find an old Physician Affiliate Group of New York, P.C. (Pagny) 401(k)

Who to contact about an account in the Physician Affiliate Group of New York, P.C. (Pagny) plan, from the filings. Free, no sign-up, no Social Security number.

Physician Affiliate Group of New York Retirement Plan

Physician Affiliate Group of New York, P.C. (Pagny) · Plan 002 · EIN 90-0603487 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorPhysician Affiliate Group of New York, P.C. (Pagny)
420 Lexington Ave, Suite 1750, New York, NY 10170
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,231 separated participants still had money in the planForm 5500 ↗

Physician Affiliate Group of New York, P.C. (Pagny) 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 Physician Affiliate Group of New York, P.C. (Pagny) 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Physician Affiliate Group of New York, P.C. (Pagny), (646) 672-3651. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Physician Affiliate Group of New York, P.C. (Pagny) 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (646) 672-3651.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Physician Affiliate Group of New York, P.C. (Pagny) and does not hold accounts. Not financial advice. Report a correction