Find an old Santa Clara University 401(k)
Santa Clara University Tax-Deferred Annuity Plan
Santa Clara University · Plan 001 · EIN 94-1156617 · Santa Clara, CA
| Plan administrator | Santa Clara University 500 El Camino Real, Santa Clara, CA 95053 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fid Inv Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 906 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Faculty Members of Santa Clara University
Santa Clara University · Plan 003 · EIN 94-1156617 · Santa Clara, CA
| Plan administrator | Santa Clara University 500 El Camino Real, Santa Clara, CA 95053 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Santa Clara University Defined Contribution Retirement Plan
Santa Clara University · Plan 002 · EIN 94-1156617 · Santa Clara, CA
| Plan administrator | Santa Clara University 500 El Camino Real, Santa Clara, CA 95053 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Invstmts Inst Ops Co, Inc. | Schedule C ↗ |
| Former employees with balances | 1,545 separated participants still had money in the plan | Form 5500 ↗ |
Santa Clara University 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 Santa Clara University 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Santa Clara University, (408) 554-4392. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.
What is the Santa Clara University 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (408) 554-4392.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Santa Clara University and does not hold accounts. Not financial advice. Report a correction