Find an old Planned Parenthood of Central and Western New York 401(k)
Planned Parenthood of Central and Western Ny, Inc. 401(k) Plan
Planned Parenthood of Central and Western New York, Inc. · Plan 004 · EIN 16-0746860 · Rochester, NY
| Plan administrator | Planned Parenthood of Central and Western New York, Inc. 114 University Ave., Rochester, NY 14605-2929 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Burke Group | Schedule C ↗ |
| Former employees with balances | 100 separated participants still had money in the plan | Form 5500 ↗ |
Planned Parenthood 401k
Planned Parenthood of Western New York · Plan 003 · EIN 16-0746860 · Buffalo, NY
| Plan administrator | Director of Compensation & Benefits 123 William Street, New York, NY 10038 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 10 separated participants still had money in the plan | Form 5500 ↗ |
Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan
Planned Parenthood of Central and Western New York · Plan 002 · EIN 16-0746860 · Buffalo, NY
| Plan administrator | Planned Parenthood of Central and Western New York 2697 Main Street, Buffalo, NY 14214 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Planned Parenthood of Central and Western New York 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 Planned Parenthood of Central and Western New York 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Planned Parenthood of Central and Western New York, Inc., (585) 546-2595. The accounts are held by the recordkeeper, Burke Group. Have your Social Security number and dates of employment ready.
What is the Planned Parenthood of Central and Western New York 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (585) 546-2595.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Planned Parenthood of Central and Western New York and does not hold accounts. Not financial advice. Report a correction