Find an old St. Mary's Home for Disabled Children 401(k)

Who to contact about an account in each of the 2 St. Mary's Home for Disabled Children plans, from the filings. Free, no sign-up, no Social Security number.

St. Mary'S Home for Disabled Children, Inc. Supplemental Retirement Plan

St. Mary'S Home for Disabled Children, Inc. · Plan 002 · EIN 54-0505952 · Norfolk, VA

Active · plan year 2024 filing403(b)
Plan administratorSt. Mary'S Home for Disabled Children, Inc.
6171 Kempsville Cirlce, Norfolk, VA 23502-3930
Form 5500 ↗
Recordkeeper (who holds the accounts)Lincoln Retirement ServicesSchedule C ↗
Former employees with balances158 separated participants still had money in the planForm 5500 ↗

St. Mary'S Home for Disabled Children Retirement Plan

St. Marys Home for Disabled Children · Plan 001 · EIN 54-0505952 · Norfolk, VA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSt. Marys Home for Disabled Children
6171 Kempsville Circle, Norfolk, VA 23502
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances100 separated participants still had money in the planForm 5500 ↗

St. Mary's Home for Disabled Children 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. Mary's Home for Disabled Children 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: St. Mary'S Home for Disabled Children, Inc., (757) 622-2208. The accounts are held by the recordkeeper, Lincoln Retirement Services. Have your Social Security number and dates of employment ready.

What is the St. Mary's Home for Disabled Children 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (757) 622-2208.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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