Find an old Pollard (U.S.) 401(k)

Who to contact about an account in each of the 4 Pollard (U.S.) plans, from the filings. Free, no sign-up, no Social Security number.

Pollard (U.S.) Ltd 401(k) Plan

Pollard (U.S.) Ltd · Plan 002 · EIN 22-2333711

Active · plan year 2024 filing401(k)
Plan administratorPollard (U.S.) LtdForm 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances139 separated participants still had money in the planForm 5500 ↗

Pollard (U.S.) Ltd. Union 401(k) Plan

Pollard (U.S.) Ltd · Plan 003 · EIN 22-2333711 · Ypsilanti, MI

Active · plan year 2025 filing401(k)
Plan administratorPollard (U.S.) Ltd
775 James L Hart Parkway, Ypsilanti, MI 48197
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances3 separated participants still had money in the planForm 5500 ↗

Pollard (U.S.) Ltd. Service Related Pension Plan

Pollard (U.S.) Ltd · Plan 001 · EIN 22-2333711 · Ypsilanti, MI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorRob RoseForm 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances86 separated participants still had money in the planForm 5500 ↗

Pollard (U.S.) Ltd. Retirement Income Plan

Pollard (U.S.) Ltd. · Plan 006 · EIN 22-2333711

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPollard (U.S.) Ltd.Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Pollard (U.S.) 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 Pollard (U.S.) 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pollard (U.S.) Ltd. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Pollard (U.S.) 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 Pollard (U.S.) and does not hold accounts. Not financial advice. Report a correction