Find an old Rensselaer Polytechnic Institute C/O Controllers Office 401(k)

Who to contact about an account in each of the 3 Rensselaer Polytechnic Institute C/O Controllers Office plans, from the filings. Free, no sign-up, no Social Security number.

The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions

Rensselaer Polytechnic Institute C/O Controllers Office · Plan 005 · EIN 14-1340095 · Troy, NY

Active · plan year 2024 filing403(b)
Plan administratorRetirement Committee for Rensselaer Polytechnic Institute
110 Eighth Street, Troy, NY 12180-3590
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances2,398 separated participants still had money in the planForm 5500 ↗

Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions

Rensselaer Polytechnic Institute C/O Controllers Office · Plan 006 · EIN 14-1340095 · Troy, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorRetirement Comittee for Rensselaer Polytechnic Institute
110 Eighth Street, Troy, NY 12180-3590
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,548 separated participants still had money in the planForm 5500 ↗

Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute

Rensselaer Polytechnic Institute C/O Controllers Office · Plan 001 · EIN 14-1340095 · Troy, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorRetirement Committee for Rensselaer Polytechnic Institute
110 Eighth Street, Troy, NY 12180-3590
Form 5500 ↗
Recordkeeper (who holds the accounts)Citibank, N.A.Schedule C ↗
Former employees with balances37 separated participants still had money in the planForm 5500 ↗

Rensselaer Polytechnic Institute C/O Controllers Office 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 Rensselaer Polytechnic Institute C/O Controllers Office 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Retirement Committee for Rensselaer Polytechnic Institute, (518) 276-6303. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Rensselaer Polytechnic Institute C/O Controllers Office 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (518) 276-6303.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Rensselaer Polytechnic Institute C/O Controllers Office and does not hold accounts. Not financial advice. Report a correction