Find an old San Diego Sports Medicine and Family Health Center 401(k)
San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan
San Diego Sports Medicine and Family Health Center · Plan 001 · EIN 33-0061064 · San Diego, CA
| Plan administrator | San Diego Sports Medicine and Family Health Center 6699 Alvarado Road, Suite 2100, San Diego, CA 92120 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Capitol Group Retirement Plan Servi | Schedule C ↗ |
| Former employees with balances | 25 separated participants still had money in the plan | Form 5500 ↗ |
San Diego Sports Medicine and Family Health Center Cash Balance Plan
San Diego Sports Medicine and Family Health Center · Plan 003 · EIN 33-0061064 · San Diego, CA
| Plan administrator | San Diego Sports Medicine and Family Health Center 6699 Alvarado Road, Suite 2100, San Diego, CA 92120 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
San Diego Sports Medicine and Family Health Center Defined Benefit Plan
San Diego Sports Medicine and Family Health Center · Plan 002 · EIN 33-0061064 · San Diego, CA
| Plan administrator | San Diego Sports Medicine and Family Health Center 6699 Alvarado Road, Suite 2100, San Diego, CA 92120 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
San Diego Sports Medicine and Family Health Center 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 San Diego Sports Medicine and Family Health Center 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: San Diego Sports Medicine and Family Health Center, (619) 229-3909. The accounts are held by the recordkeeper, Capitol Group Retirement Plan Servi. Have your Social Security number and dates of employment ready.
What is the San Diego Sports Medicine and Family Health Center 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (619) 229-3909.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with San Diego Sports Medicine and Family Health Center and does not hold accounts. Not financial advice. Report a correction