Find an old Wells Fargo 401(k)

Who to contact about an account in each of the 3 Wells Fargo plans, from the filings. Free, no sign-up, no Social Security number.

Wells Fargo & Company 401(k) Plan

Wells Fargo & Company · Plan 002 · EIN 41-0449260 · Minneapolis, MN

Active · plan year 2024 filing401(k)
Plan administratorHead of HR, Head of Total Rewards, and Head of Benefits
Mac N9310-110, 550 S. 4th Street, Minneapolis, MN 55415
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Ins Co of AmericaSchedule C ↗
Former employees with balances70,701 separated participants still had money in the planForm 5500 ↗

Wells Fargo & Company Cash Balance Plan

Wells Fargo & Company · Plan 001 · EIN 41-0449260 · Minneapolis, MN

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorHead of HR, Head of Total Rewards, and Head of Benefits
Mac N9310-110, 550 S. 4th Street, Minneapolis, MN 55415
Form 5500 ↗
Recordkeeper (who holds the accounts)Bank of New YorkSchedule C ↗
Former employees with balances71,600 separated participants still had money in the planForm 5500 ↗

Puerto Rico Financial Retirement Plan

Wells Fargo & Company · Plan 022 · EIN 41-0449260 · Minneapolis, MN

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorHead of HR, Head of Total Rewards, and Head of Benefits
Mac N9310-110, 550 S. 4th Street, Minneapolis, MN 55415
Form 5500 ↗
Recordkeeper (who holds the accounts)Banco Popular de Puerto RicoSchedule C ↗
Former employees with balances574 separated participants still had money in the planForm 5500 ↗

Wells Fargo 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 Wells Fargo 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Head of HR, Head of Total Rewards, and Head of Benefits, (877) 479-3557. The accounts are held by the recordkeeper, Empower Annuity Ins Co of America. Have your Social Security number and dates of employment ready.

What is the Wells Fargo 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (877) 479-3557.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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