Find an old Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus 401(k)
Roofers' Local Union No.22 Supplemental Retirement
Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus · Plan 002 · EIN 26-2070733 · Rochester, NY
| Plan administrator | Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus 280 Metro Park, Rochester, NY 14623-2617 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Benefit Plans Administrative Servic | Schedule C ↗ |
| Former employees with balances | 12 separated participants still had money in the plan | Form 5500 ↗ |
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 Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus, (585) 235-0829. The accounts are held by the recordkeeper, Benefit Plans Administrative Servic. Have your Social Security number and dates of employment ready.
What is the Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (585) 235-0829.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Roofers' Local Union No. 22 Supplemental Retirement Plan Board of Trus and does not hold accounts. Not financial advice. Report a correction