Find an old Pontifical Catholic University of Puerto Rico 401(k)

Who to contact about an account in each of the 2 Pontifical Catholic University of Puerto Rico plans, from the filings. Free, no sign-up, no Social Security number.

Plan de Beneficios de Retiro Para Empleados de La Pontificia Universidad Catolica de Pr

Pontificia Universidad Catolica de Pr · Plan 002 · EIN 66-0191965 · Ponce, PR

Active · plan year 2024 filingProfit-sharing
Plan administratorPontificia Universidad Catolica de Pr
2250 Boulevard Luis a Ferre Aguayo, Suite 523, Ponce, PR 00717-0655
Form 5500 ↗
Recordkeeper (who holds the accounts)Bppr - Popular Fiduciary ServicesSchedule C ↗
Former employees with balances66 separated participants still had money in the planForm 5500 ↗

Pontifical Catholic University of Puerto Rico Pension Plan

Pontifical Catholic University of Puerto Rico · Plan 001 · EIN 66-0191965 · Ponce, PR

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorPontifical Catholic University of Puerto Rico
2250 Blvd Luis A. Ferre, Ste 623, Ponce, PR 00717-0777
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances119 separated participants still had money in the planForm 5500 ↗

Pontifical Catholic University of Puerto Rico 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 Pontifical Catholic University of Puerto Rico 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pontificia Universidad Catolica de Pr, (787) 841-2000. The accounts are held by the recordkeeper, Bppr - Popular Fiduciary Services. Have your Social Security number and dates of employment ready.

What is the Pontifical Catholic University of Puerto Rico 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (787) 841-2000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Pontifical Catholic University of Puerto Rico and does not hold accounts. Not financial advice. Report a correction