Find an old Symmes Maini & McKee Assoc 401(k)
Symmes, Maini & Mckee Associates, Inc. 401k Plan
Symmes Maini & Mckee Assoc. Inc. · Plan 004 · EIN 04-2745179 · Cambridge, MA
| Plan administrator | Symmes Maini & Mckee Assoc. Inc. 1000 Massachusetts Ave., Cambridge, MA 02138 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 80 separated participants still had money in the plan | Form 5500 ↗ |
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan
Symmes Maini & Mckee Associates, Inc. · Plan 003 · EIN 04-2745179 · Cambridge, MA
| Plan administrator | Symmes Maini & Mckee Associates, Inc. 1000 Massachusetts Avenue, Cambridge, MA 02138 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 22 separated participants still had money in the plan | Form 5500 ↗ |
Symmes Maini & McKee Assoc 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 Symmes Maini & McKee Assoc 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Symmes Maini & Mckee Assoc. Inc., (617) 520-9206. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Symmes Maini & McKee Assoc 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (617) 520-9206.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Symmes Maini & McKee Assoc and does not hold accounts. Not financial advice. Report a correction