Find an old University of Northwestern - St. Paul 401(k)

Who to contact about an account in the University of Northwestern - St. Paul plan, from the filings. Free, no sign-up, no Social Security number.

University of Northwestern - St. Paul 403(b) Plan

University of Northwestern - St. Paul · Plan 001 · EIN 41-0711610 · St. Paul, MN

Active · plan year 2024 filing403(b)
Plan administratorUniversity of Northwestern - St. Paul
3003 Snelling Avenue North, St. Paul, MN 55113-1598
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances307 separated participants still had money in the planForm 5500 ↗

University of Northwestern - St. Paul 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 of Northwestern - St. Paul 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: University of Northwestern - St. Paul, (651) 631-5100. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the University of Northwestern - St. Paul 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (651) 631-5100.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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