Find an old Thermo System 401(k)

Who to contact about an account in the Thermo System plan, from the filings. Free, no sign-up, no Social Security number.

Thermo System LLC 401k Profit Sharing Plan and Trust

Thermo System LLC · Plan 001 · EIN 22-3594854 · East Windsor, NJ

Active · plan year 2024 filing401(k)
Plan administratorThermo System LLC
84 Twin Rivers Dr, East Windsor, NJ 08520
Form 5500 ↗
Recordkeeper (who holds the accounts)Merrill Lynch Pierce Fenner & SmithSchedule C ↗
Former employees with balances79 separated participants still had money in the planForm 5500 ↗

Thermo System 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 Thermo System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Thermo System LLC, (609) 371-3300. The accounts are held by the recordkeeper, Merrill Lynch Pierce Fenner & Smith. Have your Social Security number and dates of employment ready.

What is the Thermo System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (609) 371-3300.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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