Find an old Sjo Kids, Inc. DBA Newpath Child & Family Solutions 401(k)

Who to contact about an account in each of the 2 Sjo Kids, Inc. DBA Newpath Child & Family Solutions plans, from the filings. Free, no sign-up, no Social Security number.

Newpath Child & Family Solutions 401(k) Plan

Sjo Kids, Inc. DBA Newpath Child & Family Solutions · Plan 001 · EIN 84-2733413 · Cincinnati, OH

Active · plan year 2024 filing401(k)
Plan administratorSjo Kids, Inc. DBA Newpath Child & Family Solutions
4721 Reading Road, Cincinnati, OH 45237
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Advisory Group, LLCSchedule C ↗
Former employees with balances111 separated participants still had money in the planForm 5500 ↗

Sjo Kids, Inc. Transfer Profit Sharing Plan

Sjo Kids, Inc. · Plan 002 · EIN 84-2733413 · Cincinnati, OH

Terminated · plan year 2021 filingProfit-sharing
Plan administratorSjo Kids, Inc.
5400 Edalbert Dr, Cincinnati, OH 45239
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Sjo Kids, Inc. DBA Newpath Child & Family Solutions 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually 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

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Sjo Kids, Inc. DBA Newpath Child & Family Solutions 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Sjo Kids, Inc. DBA Newpath Child & Family Solutions, (513) 653-0602. The accounts are held by the recordkeeper, Empower Advisory Group, LLC. Have your Social Security number and dates of employment ready.

What is the Sjo Kids, Inc. DBA Newpath Child & Family Solutions 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (513) 653-0602.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Sjo Kids, Inc. DBA Newpath Child & Family Solutions and does not hold accounts. Not financial advice. Report a correction