Find an old Trustees of Columbia University 401(k)
Columbia University Voluntary Retirement Savings Plan
Trustees of Columbia University · Plan 009 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 W 131st St., New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc | Schedule C ↗ |
| Former employees with balances | 15,059 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Officers of Columbia University
Trustees of Columbia University · Plan 001 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 W 131st St, New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc | Schedule C ↗ |
| Former employees with balances | 18,528 separated participants still had money in the plan | Form 5500 ↗ |
Columbia University Defined Contribution Plan for Supporting Staff
Trustees of Columbia University C/O Benefits Department · Plan 011 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 West 131st Street, New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc | Schedule C ↗ |
| Former employees with balances | 3,192 separated participants still had money in the plan | Form 5500 ↗ |
Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons
Trustees of Columbia University C/O Benefits Department · Plan 012 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 West 131st Street, New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc | Schedule C ↗ |
| Former employees with balances | 2,522 separated participants still had money in the plan | Form 5500 ↗ |
Columbia University Retirement Plan - Local 241, Transport Workers Union of America
Trustees of Columbia University C/O Benefits Department · Plan 005 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 West 131st Street, New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Cbiz Inc. | Schedule C ↗ |
| Former employees with balances | 202 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Building and Maintenance Employees of Columbia University Properties
Trustees of Columbia University C/O Benefits Department · Plan 007 · EIN 13-5598093 · New York, NY
| Plan administrator | Columbia University Vice President of Human Resources 615 West 131st. Street, New York, NY 10027-7922 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Cbiz Inc. | Schedule C ↗ |
| Former employees with balances | 78 separated participants still had money in the plan | Form 5500 ↗ |
Trustees of Columbia University 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 Trustees of Columbia University 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Columbia University Vice President of Human Resources, (212) 851-7000. The accounts are held by the recordkeeper, The Vanguard Group, Inc. Have your Social Security number and dates of employment ready.
What is the Trustees of Columbia University 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 851-7000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of Columbia University and does not hold accounts. Not financial advice. Report a correction