Find an old Plumbers and Steamfitters Local 166 401(k)

Who to contact about an account in the Plumbers and Steamfitters Local 166 plan, from the filings. Free, no sign-up, no Social Security number.

Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan

Plumbers and Steamfitters Local 166 · Plan 001 · EIN 35-1953097 · Fort Wayne, IN

Active · plan year 2024 filingProfit-sharing
Plan administratorPlumbers and Steamfitters Local 166
2930 West Ludwig Road, Fort Wayne, in 46818-1328
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances19 separated participants still had money in the planForm 5500 ↗

Plumbers and Steamfitters Local 166 401(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 Plumbers and Steamfitters Local 166 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Plumbers and Steamfitters Local 166. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Plumbers and Steamfitters Local 166 401(k) phone number?

The latest filing does not list a phone number for the plan administrator.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Plumbers and Steamfitters Local 166 and does not hold accounts. Not financial advice. Report a correction