Find an old University Clinical, Education and Research Associates 401(k)

Who to contact about an account in the University Clinical, Education and Research Associates plan, from the filings. Free, no sign-up, no Social Security number.

University Clinical, Education and Research Associates Defined Contribution Retirement Plan

University Clinical, Education and Research Associates · Plan 001 · EIN 99-0307152 · Honolulu, HI

Active · plan year 2025 filing403(b)
Plan administratorUniversity Clinical, Education and Research Associates
677 Ala Moana Blvd Ste 1001, Honolulu, HI 96813-5408
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances245 separated participants still had money in the planForm 5500 ↗

University Clinical, Education and Research Associates 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 University Clinical, Education and Research Associates 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: University Clinical, Education and Research Associates, (808) 469-4900. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the University Clinical, Education and Research Associates 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (808) 469-4900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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