Find an old Plan Fiduciary Services 401(k)
The Platinum 401(k) Retirement Savings Plan
Plan Fiduciary Services, Inc. · Plan 004 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N. Mcmullen Booth Road., Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | John Hancock Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 1,773 separated participants still had money in the plan | Form 5500 ↗ |
Onedigital Open Pooled Employer Plan
Plan Fiduciary Services, Inc. · Plan 008 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N. Mcmullent Booth Road, Suite, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 805 separated participants still had money in the plan | Form 5500 ↗ |
Enterprise Select Pooled Employer Plan
Plan Fiduciary Services, Inc. · Plan 009 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 962 separated participants still had money in the plan | Form 5500 ↗ |
New Frontier Pooled Employer Plan
Plan Fiduciary Services, Inc. · Plan 007 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2451 Mcmullen Booth Road, Suite 200, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 60 separated participants still had money in the plan | Form 5500 ↗ |
Great West Affiliated Employers Retirement Savings Plan
Plan Fiduciary Services, Inc. · Plan 003 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 27 separated participants still had money in the plan | Form 5500 ↗ |
Acca New England Retirement Savings Plan
Plan Fiduciary Services, Inc. · Plan 005 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 22 separated participants still had money in the plan | Form 5500 ↗ |
Insight Financial Partners Pooled Employer Plan
Plan Fiduciary Services, Inc. · Plan 002 · EIN 27-3523833 · Clearwater, FL
| Plan administrator | Plan Fiduciary Services, Inc. 2454 N. Mcmullen Booth Road,st 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 8 separated participants still had money in the plan | Form 5500 ↗ |
Plan Fiduciary 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 Plan Fiduciary Services 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Plan Fiduciary Services, Inc., (813) 281-0707. The accounts are held by the recordkeeper, John Hancock Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Plan Fiduciary Services 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (813) 281-0707.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Plan Fiduciary Services and does not hold accounts. Not financial advice. Report a correction