Find an old Sweeney Conrad, P.S. 401(k)
Sweeney Conrad, P.S. 401(k) Savings Plan
Sweeney Conrad, P.S. · Plan 008 · EIN 91-1301672 · Kirkland, WA
Active · plan year 2024 filing401(k)
| Plan administrator | Sweeney Conrad, P.S. 10210 NE Points Drive, Suite 300, Kirkland, WA 98033 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins Comp of America | Schedule C ↗ |
| Former employees with balances | 32 separated participants still had money in the plan | Form 5500 ↗ |
Sweeney Conrad, P.S. 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 Sweeney Conrad, P.S. 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Sweeney Conrad, P.S., (425) 629-1990. The accounts are held by the recordkeeper, Empower Annuity Ins Comp of America. Have your Social Security number and dates of employment ready.
What is the Sweeney Conrad, P.S. 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (425) 629-1990.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Sweeney Conrad, P.S. and does not hold accounts. Not financial advice. Report a correction