Find an old Research Triangle Institute 401(k)

Who to contact about an account in each of the 2 Research Triangle Institute plans, from the filings. Free, no sign-up, no Social Security number.

Retirement Plan of Research Triangle Institute

Research Triangle Institute · Plan 333 · EIN 56-0686338 · Research Triangle Park, NC

Active · plan year 2024 filing401(k)
Plan administratorResearch Triangle Institute
3040 Cornwallis Road, PO Box 12194, Research Triangle Park, NC 27709-2194
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances1,526 separated participants still had money in the planForm 5500 ↗

Rti Business Segment 401(k) Plan

Research Triangle Institute · Plan 002 · EIN 56-0686338 · Research Triangle Par, NC

Active · plan year 2024 filing401(k)
Plan administratorResearch Triangle Institute
3040 Cornwallis Road, PO Box 12194, Research Triangle Par, NC 27709
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances43 separated participants still had money in the planForm 5500 ↗

Research Triangle Institute 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 Research Triangle Institute 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Research Triangle Institute, (919) 541-6000. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Research Triangle Institute 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (919) 541-6000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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