Find an old Von Tobel 401(k)

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

Von Tobel Lumber Retirement Savings Plan

Von Tobel Corporation · Plan 001 · EIN 35-1182953 · Valparaiso, IN

Active · plan year 2024 filing401(k)
Plan administratorVon Tobel Corporation
P.O. Box 150, Valparaiso, in 46384
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances46 separated participants still had money in the planForm 5500 ↗

Von Tobel Corporation Employee Stock Ownership Plan

Von Tobel Corporation · Plan 002 · EIN 35-1182953 · Valparaiso, IN

Active · plan year 2024 filingRetirement
Plan administratorVon Tobel Corporation
256 S. Washington St., P.O. Box 150, Valparaiso, in 46384-0150
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances108 separated participants still had money in the planForm 5500 ↗

Von Tobel 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 Von Tobel 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Von Tobel Corporation, (219) 462-6184. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Von Tobel 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (219) 462-6184.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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