Find an old Ucb Holdings 401(k)

Who to contact about an account in each of the 2 Ucb Holdings plans, from the filings. Free, no sign-up, no Social Security number.

Ucb, Inc. 401(k) Retirement Plan

Ucb Holdings, Inc. · Plan 003 · EIN 13-3010020 · Smyrna, GA

Active · plan year 2024 filing401(k)
Plan administratorUcb Holdings, Inc.
1950 Lake Park Drive, Smyrna, GA 30080
Form 5500 ↗
Recordkeeper (who holds the accounts)ADP, Inc.Schedule C ↗
Former employees with balances1,127 separated participants still had money in the planForm 5500 ↗

Ucb, Inc. 1165(e) Retirement Plan

Ucb Holdings, Inc · Plan 004 · EIN 13-3010020 · Smyrna, GA

Terminated · plan year 2025 filingProfit-sharing
Plan administratorUcb Holdings, Inc
1950 Lake Park Drive, 150 Sector Central, Suite 201, Smyrna, GA 30080
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Ucb Holdings 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 Ucb Holdings 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ucb Holdings, Inc., (770) 970-8733. The accounts are held by the recordkeeper, ADP, Inc.. Have your Social Security number and dates of employment ready.

What is the Ucb Holdings 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (770) 970-8733.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Ucb Holdings and does not hold accounts. Not financial advice. Report a correction