Find an old Postgraduate Center for Mental Health 401(k)

Who to contact about an account in each of the 3 Postgraduate Center for Mental Health plans, from the filings. Free, no sign-up, no Social Security number.

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health

Postgraduate Center for Mental Health · Plan 002 · EIN 13-1656681 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorPostgraduate Center for Mental Health
158 E 35th St, New York, NY 10016-4102
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Investment CorpSchedule C ↗
Former employees with balances29 separated participants still had money in the planForm 5500 ↗

The Postgraduate Center for Mental Health Retirement Plan

The Postgraduate Center for Mental Health · Plan 003 · EIN 13-1656681 · New York, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorThe Postgraduate Center for Mental Health
158 E 35th Street, New York, NY 10016
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances109 separated participants still had money in the planForm 5500 ↗

Postgraduate Center Employees Retirement Plan

Postgraduate Center for Mental Health · Plan 001 · EIN 13-1656681 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorPostgraduate Center Pension Committee
158 East 35th Street, New York, NY 10016
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances279 separated participants still had money in the planForm 5500 ↗

Postgraduate Center for Mental Health 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 Postgraduate Center for Mental Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Postgraduate Center for Mental Health, (212) 889-5500. The accounts are held by the recordkeeper, Mutual of America Investment Corp. Have your Social Security number and dates of employment ready.

What is the Postgraduate Center for Mental Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 889-5500.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Postgraduate Center for Mental Health and does not hold accounts. Not financial advice. Report a correction