Find an old Rockwell Automation 401(k)
Rockwell Automation Retirement Savings Plan
Rockwell Automation · Plan 008 · EIN 25-1797617 · Milwaukee, WI
| Plan administrator | Rockwell Automation 1201 S Second Street, Milwaukee, WI 53204 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5,858 separated participants still had money in the plan | Form 5500 ↗ |
Rockwell Automation 1165(e) Plan
Rockwell Automation · Plan 011 · EIN 25-1797617 · Milwaukee, WI
| Plan administrator | Rockwell Automation 1201 S Second Street, Milwaukee, WI 53204 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 39 separated participants still had money in the plan | Form 5500 ↗ |
Rockwell Automation Pension Plan
Rockwell Automation, Inc. · Plan 002 · EIN 25-1797617 · Milwaukee, WI
| Plan administrator | Rockwell Automation, Inc. 1201 S. Second Street, Milwaukee, WI 53204 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alight Solutions LLC | Schedule C ↗ |
| Former employees with balances | 3,863 separated participants still had money in the plan | Form 5500 ↗ |
Rockwell Automation 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Rockwell Automation 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Rockwell Automation, (414) 382-2000. Have your Social Security number and dates of employment ready.
What is the Rockwell Automation 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (414) 382-2000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Rockwell Automation and does not hold accounts. Not financial advice. Report a correction