Find an old Univest Financial 401(k)
Univest Financial Corporation Deferred Salary Savings Plan
Univest Financial Corporation · Plan 002 · EIN 23-1886144 · Souderton, PA
| Plan administrator | Univest Financial Corporation P.O. Box 197, Souderton, PA 18964 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | John Hancock Retirement Plan Servic | Schedule C ↗ |
| Former employees with balances | 216 separated participants still had money in the plan | Form 5500 ↗ |
Univest Financial Corporation Retirement Plan
Univest Financial Corporation · Plan 001 · EIN 23-1886144 · Souderton, PA
| Plan administrator | The Plan Administrative Committee 14 N Main Street, Souderton, PA 18964-0197 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 28 separated participants still had money in the plan | Form 5500 ↗ |
Univest Financial 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 Univest Financial 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Univest Financial Corporation, (215) 721-2400. The accounts are held by the recordkeeper, John Hancock Retirement Plan Servic. Have your Social Security number and dates of employment ready.
What is the Univest Financial 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 721-2400.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Univest Financial and does not hold accounts. Not financial advice. Report a correction