Find an old Stellar Senior Living 401(k)

Who to contact about an account in each of the 2 Stellar Senior Living plans, from the filings. Free, no sign-up, no Social Security number.

Stellar Senior Living, Bllc 401(k) Plan

Stellar Senior Living, LLC · Plan 001 · EIN 45-4623007 · Salt Lake City, UT

Active · plan year 2024 filing401(k)
Plan administratorStellar Senior Living, LLC
4525 S Wasatch Blvd, Suite 300, Salt Lake City, UT 84124
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Ins and Annuity CoSchedule C ↗
Former employees with balances125 separated participants still had money in the planForm 5500 ↗

Stellar Senior Living, LLC 401(k) Plan

Stellar Senior Living, LLC · Plan 002 · EIN 45-4623007 · Salt Lake City, UT

Active · plan year 2023 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 InsSchedule C ↗
Former employees with balances98 separated participants still had money in the planForm 5500 ↗

Stellar Senior Living 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 Stellar Senior Living 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Stellar Senior Living, LLC, (385) 237-3583. The accounts are held by the recordkeeper, Voya Retirement Ins and Annuity Co. Have your Social Security number and dates of employment ready.

What is the Stellar Senior Living 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (385) 237-3583.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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