Find an old Saint Therese 401(k)

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

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan

Saint Therese · Plan 001 · EIN 41-1704381 · St Louis Park, MN

Active · plan year 2024 filing403(b)
Plan administratorSaint Therese
1660 South Hwy 100, Suite 103, St Louis Park, MN 55416-1599
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances233 separated participants still had money in the planForm 5500 ↗

Saint Therese Employees 403(b) Retirement Plan

Saint Therese and Affiliates · Plan 002 · EIN 41-1704381 · St Louis Park, MN

Active · plan year 2021 filing403(b)
Plan administratorSaint Therese and Affiliates
1660 South Hwy 100, Suite 103, St Louis Park, MN 55416-1599
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances241 separated participants still had money in the planForm 5500 ↗

Saint Therese 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 Saint Therese 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Saint Therese, (952) 283-2209. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Saint Therese 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (952) 283-2209.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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