Find an old Trustees of Dartmouth College 401(k)
Supplemental Retirement Accounts for All Employees of Dartmouth College
Trustees of Dartmouth College · Plan 003 · EIN 02-0222111 · Hanover, NH
| Plan administrator | Michelle M. Scichilone 7 Lebanon Street, Suite 203, Hanover, NH 03755 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Inst Operations Co Inc | Schedule C ↗ |
| Former employees with balances | 3,435 separated participants still had money in the plan | Form 5500 ↗ |
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff
Trustees of Dartmouth College · Plan 001 · EIN 02-0222111 · Hanover, NH
| Plan administrator | Michelle M. Scichilone 7 Lebanon Street, Suite 203, Hanover, NH 03755 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Instl Ops Co Inc. | Schedule C ↗ |
| Former employees with balances | 799 separated participants still had money in the plan | Form 5500 ↗ |
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff
Trustees of Dartmouth College · Plan 005 · EIN 02-0222111 · Hanover, NH
| Plan administrator | Michelle M. Scichilone 7 Lebanon Street, Suite 203, Hanover, NH 03755 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv Institutional Ops Co. | Schedule C ↗ |
| Former employees with balances | 3,497 separated participants still had money in the plan | Form 5500 ↗ |
Defined Benefit Retirement Plan for Dartmouth College Staff
Trustees of Dartmouth College · Plan 002 · EIN 02-0222111 · Hanover, NH
| Plan administrator | Michelle M. Scichilone 7 Lebanon Street, Suite 203, Hanover, NH 03755 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 156 separated participants still had money in the plan | Form 5500 ↗ |
Trustees of Dartmouth College 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 Dartmouth College 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Michelle M. Scichilone, (603) 646-3588. The accounts are held by the recordkeeper, Fidelity Inv Inst Operations Co Inc. Have your Social Security number and dates of employment ready.
What is the Trustees of Dartmouth College 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (603) 646-3588.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of Dartmouth College and does not hold accounts. Not financial advice. Report a correction