Find an old Unifi Aviation 401(k)

Who to contact about an account in the Unifi Aviation plan, from the filings. Free, no sign-up, no Social Security number.

Unifi Aviation 401(k) Retirement Plan

Unifi Aviation, LLC · Plan 001 · EIN 58-2198841 · Atlanta, GA

Active · plan year 2024 filing401(k)
Plan administratorUnifi Aviation, LLC
950 East Paces Ferry Road NE, 20th Floor, Atlanta, GA 30326
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,565 separated participants still had money in the planForm 5500 ↗

Unifi Aviation 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 Unifi Aviation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Unifi Aviation, LLC, (888) 698-6434. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Unifi Aviation 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (888) 698-6434.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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