Find an old Taft Stettinius & Hollister 401(k)
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan
Taft Stettinius & Hollister LLP · Plan 004 · EIN 31-0541755 · Cincinnati, OH
| Plan administrator | Taft Stettinius & Hollister LLP 425 Walnut Street, Suite 1800, Cincinnati, OH 45202-3957 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 384 separated participants still had money in the plan | Form 5500 ↗ |
Taft Stettinius & Hollister LLP Retirement Plan for Partners
Taft Stettinius & Hollister LLP · Plan 012 · EIN 31-0541755 · Cincinnati, OH
| Plan administrator | Taft Stettinius & Hollister LLP 425 Walnut Street, Suite 1800, Cincinnati, OH 45202-3957 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 6 separated participants still had money in the plan | Form 5500 ↗ |
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan - Plan 2
Taft Stettinius & Hollister LLP · Plan 011 · EIN 31-0541755 · Cincinnati, OH
| Plan administrator | Taft Stettinius & Hollister LLP 425 Walnut Street, Suite 1800, Cincinnati, OH 45202-3957 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust
Taft Stettinius & Hollister LLP · Plan 014 · EIN 31-0541755 · Southfield, MI
| Plan administrator | Taft Stettinius & Hollister LLP 27777 Franklin Road, Suite 2500, Southfield, MI 48086-8214 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Mrachek, Fitzgerald, Rose, Konopka, Thomas & Weiss 401k Plan
Taft Stettinius & Hollister LLP · Plan 020 · EIN 31-0541755 · Cincinnati, OH
| Plan administrator | Taft Stettinius & Hollister LLP 301 East Fourth Street, Suite 2800, Cincinnati, OH 45202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Taft Stettinius & Hollister LLP Retirement Plan for Partners - Plan 2
Taft Stettinius & Hollister LLP · Plan 013 · EIN 31-0541755 · Cincinnati, OH
| Plan administrator | Taft Stettinius & Hollister LLP 425 Walnut Street, Suite 1800, Cincinnati, OH 45202-3957 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Sherman & Howard Equity Member Cash Balance Plan a
Taft Stettinius & Hollister LLP · Plan 018 · EIN 31-0541755 · Denver, CO
| Plan administrator | Taft Stettinius & Hollister LLP 675 15th Street, Suite 2300, Denver, CO 80202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Sherman & Howard Equity Member Cash Balance Plan B
Taft Stettinius & Hollister LLP · Plan 019 · EIN 31-0541755 · Denver, CO
| Plan administrator | Taft Stettinius & Hollister LLP 675 15th Street, Suite 2300, Denver, CO 80202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Taft Stettinius & Hollister 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 Taft Stettinius & Hollister 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Taft Stettinius & Hollister LLP, (513) 381-2838. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Taft Stettinius & Hollister 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (513) 381-2838.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Taft Stettinius & Hollister and does not hold accounts. Not financial advice. Report a correction