Find an old St. Jude Heritage Medical Group, a Medical 401(k)
St. Jude Heritage Medical Group 401(k) Profit Sharing Plan
St. Jude Heritage Medical Group, a Medical Corporation · Plan 002 · EIN 33-0562468 · Anaheim, CA
| Plan administrator | St. Jude Heritage Medical Group, a Medical Corporation 200 W Center St. Promenade, Ste 800, Anaheim, CA 92805 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 59 separated participants still had money in the plan | Form 5500 ↗ |
St. Jude Heritage Medical Group Cash Balance Pension Plan
St. Jude Heritage Medical Group, a Medical Corporation · Plan 003 · EIN 33-0562468 · Anaheim, CA
| Plan administrator | St. Jude Heritage Medical Group, a Medical Corporation 200 W Center St. Promenade, Ste 800, Anaheim, CA 92805 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
St. Jude Heritage Medical Group Pension Plan
St. Jude Heritage Medical Group · Plan 001 · EIN 33-0562468 · Anaheim, CA
| Plan administrator | St. Jude Heritage Medical Group 200 W. Center St. Promenade Ste 800, Anaheim, CA 92805 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
St. Jude Heritage Medical Group, a Medical 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 St. Jude Heritage Medical Group, a Medical 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: St. Jude Heritage Medical Group, a Medical Corporation, (714) 347-7618. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.
What is the St. Jude Heritage Medical Group, a Medical 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (714) 347-7618.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with St. Jude Heritage Medical Group, a Medical and does not hold accounts. Not financial advice. Report a correction