Find an old William Marsh Rice University 401(k)

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

William Marsh Rice University Supplemental 403(b) Plan

William Marsh Rice University · Plan 002 · EIN 74-1109620 · Houston, TX

Active · plan year 2024 filing403(b)
Plan administratorWilliam Marsh Rice University
PO Box 1892 ,600 Main St., Ms-92, Houston, TX 77251
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity InvestmentsSchedule C ↗
Former employees with balances4,108 separated participants still had money in the planForm 5500 ↗

William Marsh Rice University Defined Contribution Retirement Plan

William Marsh Rice University · Plan 009 · EIN 74-1109620 · Houston, TX

Active · plan year 2024 filingRetirement
Plan administratorWilliam Marsh Rice University
P.O. Box 1892, 600 Main St., Ms-92, Houston, TX 77251
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity InvestmentsSchedule C ↗
Former employees with balances5,047 separated participants still had money in the planForm 5500 ↗

William Marsh Rice University 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 William Marsh Rice University 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: William Marsh Rice University, (713) 348-2514. The accounts are held by the recordkeeper, Fidelity Investments. Have your Social Security number and dates of employment ready.

What is the William Marsh Rice University 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (713) 348-2514.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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