Find an old Sturgis Hospital 401(k)

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

Sturgis Hospital 403(b) Plan

Sturgis Hospital, Inc. · Plan 002 · EIN 35-2362438 · Sturgis, MI

Active · plan year 2021 filing401(k)
Plan administratorSturgis Hospital, Inc.
916 Myrtle Avenue, Sturgis, MI 49091
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances56 separated participants still had money in the planForm 5500 ↗

Sturgis Hospital, Inc. Retirement Plan

Sturgis Hospital, Inc. · Plan 001 · EIN 35-2362438 · Sturgis, MI

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorRobert J. Morin
916 Myrtle Ave, Sturgis, MI 49091
Form 5500 ↗
Recordkeeper (who holds the accounts)Morgan Stanley Smith Barney LLC2023 Schedule C ↗
Former employees with balances50 separated participants still had money in the planForm 5500 ↗

Sturgis Hospital 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 Sturgis Hospital 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Sturgis Hospital, Inc., (269) 659-4450. Have your Social Security number and dates of employment ready.

What is the Sturgis Hospital 401(k) phone number?

The plan administrator phone number on the plan year 2021 filing is (269) 659-4450.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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