Find an old Samuel, Son & Co. (USA) 401(k)
Samuel, Son & Co. (Usa), Inc. 401(k) Plan
Samuel, Son & Co. (Usa), Inc. · Plan 003 · EIN 06-1251791 · Elk Grove Village, IL
| Plan administrator | Mercer Investments, LLC 99 High Street, Boston, MA 02110 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 965 separated participants still had money in the plan | Form 5500 ↗ |
Steel Fab, a Division of Samuel, Son & Co. (Usa) Inc., 401(k) Plan
Samuel, Son & Co. (Usa) Inc. · Plan 008 · EIN 06-1251791 · Elk Grove Village, IL
| Plan administrator | Mercer Investments, LLC 99 High Street, Boston, MA 02110 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 19 separated participants still had money in the plan | Form 5500 ↗ |
Tubular Products Company 401(k) Profit Sharing Plan
Tubular Products Company · Plan 004 · EIN 06-1251791 · Elk Grove Village, IL
| Plan administrator | Mercer Investments, LLC 99 High Street, Boston, MA 02110 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Missouri Metals, a Division of Samuel, Son & Co. (Usa) Inc. Union 401(k) Plan
Samuel, Son & Co. (Usa) Inc. · Plan 010 · EIN 06-1251791 · Elk Grove Village, IL
| Plan administrator | Mercer Investments, LLC 99 High Street, Boston, MA 02110 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Caid Industries, Inc. 401k and Profit Sharing Plan
Samuel Son & Co. (Usa) Inc. · Plan 009 · EIN 06-1251791 · Woodridge, IL
| Plan administrator | Samuel Son & Co. (Usa) Inc. 1401 Davey Rd Ste 300, Woodridge, IL 60517-4963 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Main Steel, a Division of Samuel, Son & Co. (Usa),
Samuel, Son & Co. (Usa) Inc. · Plan 001 · EIN 06-1251791 · Woodridge, IL
| Plan administrator | Samuel, Son & Co. (Usa) Inc. 1401 Davey Rd Suite 300, Woodridge, IL 60517 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Samuel, Son & Co. (USA) 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 Samuel, Son & Co. (USA) 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Mercer Investments, LLC, (617) 747-9500. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.
What is the Samuel, Son & Co. (USA) 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (617) 747-9500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Samuel, Son & Co. (USA) and does not hold accounts. Not financial advice. Report a correction