Find an old TD Bank US Holding 401(k)

Who to contact about an account in each of the 3 TD Bank US Holding plans, from the filings. Free, no sign-up, no Social Security number.

Td 401(k) Retirement Plan

Td Bank US Holding Company · Plan 003 · EIN 01-0437984 · Portland, ME

Active · plan year 2024 filing401(k)
Plan administratorU.S. Retirement Committee
2211 Congress Street, Suite 180, Portland, ME 04102
Form 5500 ↗
Recordkeeper (who holds the accounts)T Rowe Price Rps IncSchedule C ↗
Former employees with balances13,766 separated participants still had money in the planForm 5500 ↗

Td Banknorth Inc. Pension Plan

Td Bank US Holding Company · Plan 001 · EIN 01-0437984 · Portland, ME

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorUS Retirement Committee
2211 Congress Street, Suite 180, Portland, ME 04102
Form 5500 ↗
Recordkeeper (who holds the accounts)Telus HealthSchedule C ↗
Former employees with balances2,368 separated participants still had money in the planForm 5500 ↗

Legacy Chrysler Financial Employee Pension Plan

Td Bank US Holding Company · Plan 002 · EIN 01-0437984 · Portland, ME

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorU.S. Retirement Committee
2211 Congress Street, Suite 180, Portland, ME 04102
Form 5500 ↗
Recordkeeper (who holds the accounts)Telus HealthSchedule C ↗
Former employees with balances1,891 separated participants still had money in the planForm 5500 ↗

TD Bank US Holding 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 TD Bank US Holding 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: U.S. Retirement Committee, (866) 835-7607. The accounts are held by the recordkeeper, T Rowe Price Rps Inc. Have your Social Security number and dates of employment ready.

What is the TD Bank US Holding 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (866) 835-7607.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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