Find an old Virtuoso 401(k)
Virtuoso, Ltd 401(k) Profit Sharing Plan
Virtuoso, Ltd · Plan 001 · EIN 13-5670009 · Fort Worth, TX
Active · plan year 2024 filing401(k)
| Plan administrator | Virtuoso, Ltd 777 Main Street Ste 900, Fort Worth, TX 76102 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Northwestern Mutual Investment Serv | Schedule C ↗ |
| Former employees with balances | 121 separated participants still had money in the plan | Form 5500 ↗ |
Virtuoso 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 Virtuoso 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Virtuoso, Ltd, (817) 334-8672. The accounts are held by the recordkeeper, Northwestern Mutual Investment Serv. Have your Social Security number and dates of employment ready.
What is the Virtuoso 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (817) 334-8672.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Virtuoso and does not hold accounts. Not financial advice. Report a correction