Find an old Universidad Carlos Albizu 401(k)
Carlos Albizu University 403(b) Dc Plan
Carlos Albizu University · Plan 002 · EIN 66-0234412 · Miami, FL
Active · plan year 2024 filing403(b)
| Plan administrator | Carlos Albizu University 2173 NW 99th Ave, Miami, FL 33172-2231 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 165 separated participants still had money in the plan | Form 5500 ↗ |
Universidad Carlos Albizu Savings & Investment Pla
Universidad Carlos Albizu · Plan 001 · EIN 66-0234412 · San Juan, PR
Active · plan year 2024 filingProfit-sharing
| Plan administrator | Universidad Carlos Albizu P. O. Box 9023711, Calle Tanca Esq San Francisco 151 V, San Juan, PR 00902 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Former employees with balances | 182 separated participants still had money in the plan | Form 5500 ↗ |
Universidad Carlos Albizu 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 Universidad Carlos Albizu 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Carlos Albizu University, (305) 332-1678. Have your Social Security number and dates of employment ready.
What is the Universidad Carlos Albizu 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (305) 332-1678.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Universidad Carlos Albizu and does not hold accounts. Not financial advice. Report a correction