Find an old University of Miami 401(k)
University of Miami Retirement Savings Plan
University of Miami · Plan 005 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | University of Miami Po. Box 248106, Coral Gables, FL 33124-2902 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Ops Co in | Schedule C ↗ |
| Former employees with balances | 7,103 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Savings Plan III
University of Miami · Plan 007 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | University of Miami 6200 San Amaro Drive, Suite 200.01, Coral Gables, FL 33146 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Op Co LLC | Schedule C ↗ |
| Former employees with balances | 1,717 separated participants still had money in the plan | Form 5500 ↗ |
University of Miami Supplemental Retirement Annuity Program
University of Miami · Plan 002 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | University of Miami 6200 San Amaro Drive, Suite 200.01, Coral Gables, FL 33146 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Ops Co in | Schedule C ↗ |
| Former employees with balances | 1,447 separated participants still had money in the plan | Form 5500 ↗ |
Defined Contribution Retirement Plan for Faculty of the University of Miami
University of Miami · Plan 003 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | University of Miami P.O. Box 248106, Coral Gables, FL 33124-2902 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Ops Co | Schedule C ↗ |
| Former employees with balances | 998 separated participants still had money in the plan | Form 5500 ↗ |
University of Miami Retirement Savings Plan II
University of Miami · Plan 006 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | University of Miami 6200 San Amaro Drive, Suite 200.01, Coral Gables, FL 33146 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 960 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Employees of the Univ of Miami
University of Miami · Plan 001 · EIN 59-0624458 · Coral Gables, FL
| Plan administrator | Retirement Committee University of Miami C/O Benefits Administration, P.O. Box 248106, Coral Gables, FL 33124-2902 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 2,220 separated participants still had money in the plan | Form 5500 ↗ |
University of Miami 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 University of Miami 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: University of Miami, (305) 284-3004. The accounts are held by the recordkeeper, Fidelity Investments Inst Ops Co in. Have your Social Security number and dates of employment ready.
What is the University of Miami 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (305) 284-3004.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with University of Miami and does not hold accounts. Not financial advice. Report a correction