Find an old United Materials of Great Falls 401(k)

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

Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust

United Materials of Great Falls · Plan 003 · EIN 81-0406935 · Great Falls, MT

Active · plan year 2024 filing401(k)
Plan administratorAdmin Committee, Montana Contractors Assoc.
404 N 31st Street Ste 205, PO Box 30177, Billings, MT 59107
Form 5500 ↗
Recordkeeper (who holds the accounts)Admn Committee, Mt Contractors AssnSchedule C ↗
Former employees with balances83 separated participants still had money in the planForm 5500 ↗

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust

United Materials of Great Falls · Plan 002 · EIN 81-0406935 · Great Falls, MT

Active · plan year 2024 filingRetirement
Plan administratorAdmin Committee, Montana Contractors Assoc.
404 N 31st Street Ste 205, PO Box 30177, Billings, MT 59107
Form 5500 ↗
Recordkeeper (who holds the accounts)Admn Committee, Mt Contractors AssnSchedule C ↗
Former employees with balances59 separated participants still had money in the planForm 5500 ↗

United Materials of Great Falls 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 United Materials of Great Falls 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Admin Committee, Montana Contractors Assoc., (406) 256-9910. The accounts are held by the recordkeeper, Admn Committee, Mt Contractors Assn. Have your Social Security number and dates of employment ready.

What is the United Materials of Great Falls 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (406) 256-9910.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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