Find an old Utilities & Industries Management 401(k)

Who to contact about an account in each of the 2 Utilities & Industries Management plans, from the filings. Free, no sign-up, no Social Security number.

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates

Utilities & Industries Management Corp · Plan 004 · EIN 13-1789034 · Brooklyn, NY

Active · plan year 2024 filing401(k)
Plan administratorUtilities & Industries Management Corp
140 58th Street, Building B, Suite 3c, Brooklyn, NY 11220
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CoSchedule C ↗
Former employees with balances61 separated participants still had money in the planForm 5500 ↗

Colonial Sand & Stone Co Inc & Subsidiary Companies Pension Plan

Utilities & Industries Management Corp. · Plan 001 · EIN 13-1789034 · Brooklyn, NY

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorUtilities & Industries Management Corp.
140 58th Street, Building B, Suite 3c, Brooklyn, NY 11220
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Utilities & Industries Management 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 Utilities & Industries Management 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Utilities & Industries Management Corp, (212) 396-1076. The accounts are held by the recordkeeper, Principal Life Insurance Co. Have your Social Security number and dates of employment ready.

What is the Utilities & Industries Management 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 396-1076.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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