Find an old Trinidad Benham 401(k)

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

Trinidad Benham Corp. Qualified Employee Savings Plan

Trinidad Benham Corp. · Plan 004 · EIN 84-0338660 · Greenwood Village, CO

Active · plan year 2024 filing401(k)
Plan administratorTrinidad Benham Corp.
6400 South Fiddlers Green Circle, #700, Greenwood Village, CO 80111
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances195 separated participants still had money in the planForm 5500 ↗

Trinidad Benham Corp. Employee Stock Ownership Plan

Trinidad Benham Corp. · Plan 001 · EIN 84-0338660 · Greenwood Village, CO

Active · plan year 2024 filingRetirement
Plan administratorTrinidad Benham Corp.
6400 South Fiddlers Green Circle, Suite 700, Greenwood Village, CO 80111
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances106 separated participants still had money in the planForm 5500 ↗

Trinidad Benham 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 Trinidad Benham 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trinidad Benham Corp., (303) 220-1400. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Trinidad Benham 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (303) 220-1400.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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