Find an old Trustees of Midwest Operating Engineers Retirement Enhancement Fund 401(k)

Who to contact about an account in the Trustees of Midwest Operating Engineers Retirement Enhancement Fund plan, from the filings. Free, no sign-up, no Social Security number.

Midwest Operating Engineers Retirement Enhancement

Trustees of Midwest Operating Engineers Retirement Enhancement Fund · Plan 001 · EIN 51-0669630 · Countryside, IL

Active · plan year 2024 filingProfit-sharing
Plan administratorTrustees of Midwest Operating Engineers Retirement Enhancement Fund
6150 Joliet Road, Countryside, IL 60525-3956
Form 5500 ↗
Recordkeeper (who holds the accounts)Legacy Professionals LLPSchedule C ↗

Trustees of Midwest Operating Engineers Retirement Enhancement Fund 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 Trustees of Midwest Operating Engineers Retirement Enhancement Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of Midwest Operating Engineers Retirement Enhancement Fund, (708) 482-7300. The accounts are held by the recordkeeper, Legacy Professionals LLP. Have your Social Security number and dates of employment ready.

What is the Trustees of Midwest Operating Engineers Retirement Enhancement Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (708) 482-7300.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of Midwest Operating Engineers Retirement Enhancement Fund and does not hold accounts. Not financial advice. Report a correction