Find an old Western Michigan University Homer Stryker M.D. School of Medicine 401(k)

Who to contact about an account in each of the 2 Western Michigan University Homer Stryker M.D. School of Medicine plans, from the filings. Free, no sign-up, no Social Security number.

Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan

Western Michigan University Homer Stryker M.D. School of Medicine · Plan 002 · EIN 45-4135256 · Kalamazoo, MI

Active · plan year 2025 filing403(b)
Plan administratorWestern Michigan University Homer Stryker M.D. School of Medicine
1000 Oakland Drive, Kalamazoo, MI 49008
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments Inst Op CoSchedule C ↗
Former employees with balances239 separated participants still had money in the planForm 5500 ↗

Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan

Western Michigan University Homer Stryker M.D. School of Medicine · Plan 001 · EIN 45-4135256 · Kalamazoo, MI

Active · plan year 2024 filingProfit-sharing
Plan administratorWestern Michigan University Homer Stryker M.D. School of Medicine
1000 Oakland Drive, Kalamazoo, MI 49008
Form 5500 ↗
Recordkeeper (who holds the accounts)Greenleaf TrustSchedule C ↗
Former employees with balances280 separated participants still had money in the planForm 5500 ↗

Western Michigan University Homer Stryker M.D. School of Medicine 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 Western Michigan University Homer Stryker M.D. School of Medicine 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Western Michigan University Homer Stryker M.D. School of Medicine, (269) 337-4400. The accounts are held by the recordkeeper, Fidelity Investments Inst Op Co. Have your Social Security number and dates of employment ready.

What is the Western Michigan University Homer Stryker M.D. School of Medicine 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (269) 337-4400.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Western Michigan University Homer Stryker M.D. School of Medicine and does not hold accounts. Not financial advice. Report a correction