Find an old Shaklee 401(k)
Shaklee 401(k) Retirement Savings Plan
Shaklee Corporation · Plan 001 · EIN 94-3389365 · Pleasanton, CA
| Plan administrator | Shaklee Corporation 6920 Koll Center Parkway, Suite 211, Pleasanton, CA 94566 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Former employees with balances | 99 separated participants still had money in the plan | Form 5500 ↗ |
Shaklee Corporation Pension Plan
Shaklee Corporation · Plan 002 · EIN 94-3389365 · Miami, FL
| Plan administrator | Shaklee Corporation 4040 NE 2nd Avenue, Suite 321, Miami, FL 33137 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 101 separated participants still had money in the plan | Form 5500 ↗ |
Shaklee 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 Shaklee 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Shaklee Corporation, (925) 924-2248. The accounts are held by the recordkeeper, Jpmorgan Invest Holdings LLC. Have your Social Security number and dates of employment ready.
What is the Shaklee 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (925) 924-2248.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Shaklee and does not hold accounts. Not financial advice. Report a correction