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Find an old Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund 401(k)

Who to contact about an account in the Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund plan, from the filings. Free, no sign-up, no Social Security number.

U.F.C.W. District Union Local Two & Employers Pension Fund

Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund · Plan 001 · EIN 43-6049855 · Pembroke Pines, FL

Active · plan year 2024 filingPension (defined benefit)
Plan administratorTrustees of U.F.C.W. District Union Local Two & Employers Pension Fund
2010 N.W. 150th Avenue, Suite 200, Pembroke Pines, FL 33028
Form 5500 ↗
Recordkeeper (who holds the accounts)Legacy Professionals LLPSchedule C ↗
Former employees with balances1,298 separated participants still had money in the planForm 5500 ↗

Trustees of U.F.C.W. District Union Local Two & Employers Pension 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 U.F.C.W. District Union Local Two & Employers Pension Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund, (954) 266-6322. 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 U.F.C.W. District Union Local Two & Employers Pension Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (954) 266-6322.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund and does not hold accounts. Not financial advice. Report a correction