Find an old Resourcing Edge I 401(k)

Who to contact about an account in each of the 3 Resourcing Edge I plans, from the filings. Free, no sign-up, no Social Security number.

Resourcing Edge Retirement Savings Plan

Resourcing Edge I, LLC · Plan 002 · EIN 46-3045894 · Rockwall, TX

Active · plan year 2024 filing401(k)
Plan administratorResourcing Edge I, LLC
1309 Ridge Rd, Suite 200, Rockwall, TX 75087
Form 5500 ↗
Recordkeeper (who holds the accounts)Slavic Integrated AdministrationSchedule C ↗
Former employees with balances3,002 separated participants still had money in the planForm 5500 ↗

Cbr Management Services, Inc. 401(k) Plan

Resourcing Edge I, LLC · Plan 333 · EIN 46-3045894 · Rockwall, TX

Active · plan year 2024 filing401(k)
Plan administratorResourcing Edge I, LLC
1309 Ridge Rd, Suite 200, Rockwall, TX 75087
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Insurance and AnnuiSchedule C ↗
Former employees with balances391 separated participants still had money in the planForm 5500 ↗

Resourcing Edge I, LLC 401(k) Plan

Resourcing Edge I, Llc. · Plan 001 · EIN 46-3045894 · Rockwell, TX

Terminated · plan year 2021 filing401(k)
Plan administratorResourcing Edge I, Llc.
1309 Ridge Rd., Suite 200, Rockwell, TX 75087
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Resourcing Edge I 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 Resourcing Edge I 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Resourcing Edge I, LLC, (877) 703-8010. The accounts are held by the recordkeeper, Slavic Integrated Administration. Have your Social Security number and dates of employment ready.

What is the Resourcing Edge I 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (877) 703-8010.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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