Find an old St. Johnsbury Subaru 401(k)

Who to contact about an account in the St. Johnsbury Subaru plan, from the filings. Free, no sign-up, no Social Security number.

St. Johnsbury Automobile Company 401(k) P/S Trust

St. Johnsbury Subaru LLC · Plan 001 · EIN 56-2431931 · St. Johnsbury, VT

Active · plan year 2024 filing401(k)
Plan administratorAdministrative Group, LLC DBA Tag Resources
6501 Deane Hill Drive, Knoxville, TN 37919
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Financial Life Ins. CoSchedule C ↗
Former employees with balances92 separated participants still had money in the planForm 5500 ↗

St. Johnsbury Subaru 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 St. Johnsbury Subaru 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Administrative Group, LLC DBA Tag Resources, (865) 670-1844. The accounts are held by the recordkeeper, Transamerica Financial Life Ins. Co. Have your Social Security number and dates of employment ready.

What is the St. Johnsbury Subaru 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (865) 670-1844.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with St. Johnsbury Subaru and does not hold accounts. Not financial advice. Report a correction