Find an old PWC US Group 401(k)

Who to contact about an account in each of the 6 PWC US Group plans, from the filings. Free, no sign-up, no Social Security number.

Savings Plan for Employees and Partners of Pwc

Pwc US Group LLP · Plan 004 · EIN 92-0400838 · Tampa, FL

Active · plan year 2024 filing401(k)
Plan administratorPwc US Group LLP
C/O National Benefits Department, 4040 W. Boy Scout Blvd., Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances28,936 separated participants still had money in the planForm 5500 ↗

Retirement Wealth Builder Plan of Pwc

Pwc US Group LLP · Plan 192 · EIN 92-0400838 · Tampa, FL

Active · plan year 2024 filingProfit-sharing
Plan administratorPwc US Group LLP
4040 W. Boy Scout Blvd, Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances19,940 separated participants still had money in the planForm 5500 ↗

Retirement Wealth Builder Plan for Business Services Staff of Pwc

Pwc US Group LLP · Plan 003 · EIN 92-0400838 · Tampa, FL

Active · plan year 2024 filingProfit-sharing
Plan administratorPwc US Group LLP
4040 W. Boy Scout Blvd, Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances1,242 separated participants still had money in the planForm 5500 ↗

Retirement Accumulation Plan for Partners of Pwc

Pwc US Group LLP · Plan 005 · EIN 92-0400838 · Tampa, FL

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPwc US Group LLP
4040 W. Boy Scout Blvd, Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances509 separated participants still had money in the planForm 5500 ↗

Retirement Benefit Accumulation Plan for Employees of Pwc

Pwc US Group LLP · Plan 002 · EIN 92-0400838 · Tampa, FL

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorPwc US Group LLP
4040 W. Boy Scout Blvd, Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight Solutions LLCSchedule C ↗
Former employees with balances10,236 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of Pwc

Pwc US Group LLP · Plan 001 · EIN 92-0400838 · Tampa, FL

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorPwc US Group LLP
4040 W. Boy Scout Blvd, Tampa, FL 33607
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight SolutionsSchedule C ↗
Former employees with balances688 separated participants still had money in the planForm 5500 ↗

PWC US Group 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 PWC US Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pwc US Group LLP, (813) 351-6919. Have your Social Security number and dates of employment ready.

What is the PWC US Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (813) 351-6919.

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