Find an old Shartsis Friese 401(k)
Shartsis Friese LLP Profit Sharing/401(K) Plan
Shartsis Friese LLP · Plan 009 · EIN 94-2288901 · San Francisco, CA
| Plan administrator | Shartsis Friese LLP 425 Market Street, 11th Floor, San Francisco, CA 94105 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc. | Schedule C ↗ |
| Former employees with balances | 37 separated participants still had money in the plan | Form 5500 ↗ |
Shartsis Friese LLP Associates 401(k) Plan
Shartsis Friese LLP · Plan 011 · EIN 94-2288901 · San Francisco, CA
| Plan administrator | Shartsis Friese LLP Jenny V. Baligar, 425 Market Street, 11th Floor, San Francisco, CA 94105 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Shartsis Friese LLP Cash Balance Pension Plan
Shartsis Friese LLP · Plan 021 · EIN 94-2288901 · San Francisco, CA
| Plan administrator | Shartsis Friese LLP 425 Market Street, 11th Floor, San Francisco, CA 94105 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Shartsis Friese 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 Shartsis Friese 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Shartsis Friese LLP, (415) 421-6500. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.
What is the Shartsis Friese 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (415) 421-6500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Shartsis Friese and does not hold accounts. Not financial advice. Report a correction