Find an old University of Southern California 401(k)

Who to contact about an account in each of the 5 University of Southern California plans, from the filings. Free, no sign-up, no Social Security number.

Keck Medicine of Usc 401(k) Retirement Plan

University of Southern California · Plan 005 · EIN 95-1642394 · Los Angeles, CA

Active · plan year 2024 filing401(k)
Plan administratorUniversity of Southern California
3720 S. Flower Street, Room 207, Los Angeles, CA 90089-0704
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances1,191 separated participants still had money in the planForm 5500 ↗

Pacific Asia Museum 403(b)

University of Southern California · Plan 006 · EIN 95-1642394 · Los Angeles, CA

Active · plan year 2024 filing401(k)
Plan administratorUniversity of Southern California
Usc Retirement Plan Administration, 3720 South Flower Street #207, Los Angeles, CA 90089-0704
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

University of Southern California Tax-Deferred Annuity Plan

University of Southern California · Plan 001 · EIN 95-1642394 · Los Angeles, CA

Active · plan year 2024 filing403(b)
Plan administratorUniversity of Southern California
3720 S. Flower Street, Room 207, Los Angeles, CA 90089-0704
Form 5500 ↗
Recordkeeper (who holds the accounts)Vanguard Group IncSchedule C ↗
Former employees with balances20,342 separated participants still had money in the planForm 5500 ↗

University of Southern California Defined Contribution Retirement Plan

University of Southern California · Plan 002 · EIN 95-1642394 · Los Angeles, CA

Active · plan year 2024 filingRetirement
Plan administratorUniversity of Southern California
3720 S. Flower Street, Room 207, Los Angeles, CA 90089-0704
Form 5500 ↗
Recordkeeper (who holds the accounts)Vanguard Group Inc.Schedule C ↗
Former employees with balances21,704 separated participants still had money in the planForm 5500 ↗

University of Southern California Support Staff Retirement Plan

University of Southern California · Plan 004 · EIN 95-1642394 · Los Angeles, CA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorUniversity of Southern California
3720 S. Flower Street, Room 207, Los Angeles, CA 90089-0704
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances1,494 separated participants still had money in the planForm 5500 ↗

University of Southern California 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 Southern California 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: University of Southern California, (213) 821-8131. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the University of Southern California 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (213) 821-8131.

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