Find an old Trustees of South Central Minnesota Elec Workers Retirement and 401(k) 401(k)

Who to contact about an account in the Trustees of South Central Minnesota Elec Workers Retirement and 401(k) plan, from the filings. Free, no sign-up, no Social Security number.

South Central Minnesota Electrical Workers Retirement and 401(k) Plan

Trustees of South Central Minnesota Elec Workers Retirement and 401(k) · Plan 002 · EIN 41-1390063 · Bloomington, MN

Active · plan year 2024 filing401(k)

Plan administrator	Trustees of South Central Minnesota Elec Workers Retirement and 401(k) 3001 Metro Drive Suite 500, Bloomington, MN 55425-1617 (952) 854-0785	Form 5500 ↗
Recordkeeper (who holds the accounts)	Principal Life Insurance Company	Schedule C ↗

Trustees of South Central Minnesota Elec Workers Retirement and 401(k) 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 South Central Minnesota Elec Workers Retirement and 401(k) 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of South Central Minnesota Elec Workers Retirement and 401(k), (952) 854-0785. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Trustees of South Central Minnesota Elec Workers Retirement and 401(k) 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (952) 854-0785.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of South Central Minnesota Elec Workers Retirement and 401(k) and does not hold accounts. Not financial advice. Report a correction