Find an old R.T. Vanderbilt Holding 401(k)

Who to contact about an account in each of the 4 R.T. Vanderbilt Holding plans, from the filings. Free, no sign-up, no Social Security number.

R.T. Vanderbilt Holding Company, Inc. 401(k) Plan

R.T. Vanderbilt Holding Company, Inc. · Plan 003 · EIN 46-1031856 · Norwalk, CT

Active · plan year 2024 filing401(k)
Plan administratorMercer Investments, LLC
99 High Street, Boston, MA 02110
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances86 separated participants still had money in the planForm 5500 ↗

R.T. Vanderbilt Holding Company, Inc. Hourly Employee 401(k) Savings Plan

R.T. Vanderbilt Holding Company, Inc. · Plan 004 · EIN 46-1031856 · Norwalk, CT

Active · plan year 2024 filing401(k)
Plan administratorMercer Investments, LLC
99 High Street, Boston, MA 02110
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances18 separated participants still had money in the planForm 5500 ↗

R. T. Vanderbilt Holding Company Pension Plan

R. T. Vanderbilt Holding Company, Inc. · Plan 002 · EIN 46-1031856 · Norwalk, CT

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorRichard Combatti
30 Winfield Street, Norwalk, CT 06855
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company2023 Schedule C ↗

R. T. Vanderbilt Holding Company, Inc. Profit Sharing Plan

R. T. Vanderbilt Holding Company, Inc. · Plan 001 · EIN 46-1031856 · Norwalk, CT

Terminated · plan year 2023 filingRetirement
Plan administratorR. T. Vanderbilt Holding Company, Inc.
30 Winfield Street, Norwalk, CT 06855
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

R.T. Vanderbilt Holding 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 R.T. Vanderbilt Holding 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Mercer Investments, LLC, (617) 747-9500. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the R.T. Vanderbilt Holding 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (617) 747-9500.

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