Find an old Shop-Rite of Hunterdon County, I 401(k)
Shop-Rite of Hunterdon County, Inc. Employee Savings Plan
Shop-Rite of Hunterdon County, I · Plan 002 · EIN 22-1716509 · Flemington, NJ
| Plan administrator | Shop-Rite of Hunterdon County, I 272 Route 202-31, Flemington, NJ 08822 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Former employees with balances | 31 separated participants still had money in the plan | Form 5500 ↗ |
Shop-Rite of Hunterdon County, I 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 Shop-Rite of Hunterdon County, I 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Shop-Rite of Hunterdon County, I, (908) 782-6900. The accounts are held by the recordkeeper, Merrill Lynch Pierce Fenner & Smith. Have your Social Security number and dates of employment ready.
What is the Shop-Rite of Hunterdon County, I 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (908) 782-6900.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Shop-Rite of Hunterdon County, I and does not hold accounts. Not financial advice. Report a correction