Find an old Texas Research International 401(k)

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

Texas Research International, Inc. 401(k) Plan

Texas Research International, Inc. · Plan 001 · EIN 74-1818834 · Austin, TX

Active · plan year 2024 filing401(k)
Plan administratorTexas Research International, Inc.
9063 Bees Caves Road, Austin, TX 78733
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retirement Insurance & AnnuitySchedule C ↗
Former employees with balances61 separated participants still had money in the planForm 5500 ↗

Texas Research International, Inc. Employee Stock Ownership Plan & Trust

Texas Research International, Inc. · Plan 002 · EIN 74-1818834 · Austin, TX

Active · plan year 2024 filingRetirement
Plan administratorTexas Research International, Inc.
9225 Bee Caves Rd. Bdg a Suite 201, Austin, TX 78733
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances12 separated participants still had money in the planForm 5500 ↗

Texas Research International 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 Texas Research International 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Texas Research International, Inc., (512) 263-2101. The accounts are held by the recordkeeper, Voya Retirement Insurance & Annuity. Have your Social Security number and dates of employment ready.

What is the Texas Research International 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (512) 263-2101.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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