Find an old Wilson Elser Moskowitz Edelman & Dicker 401(k)

Who to contact about an account in each of the 3 Wilson Elser Moskowitz Edelman & Dicker plans, from the filings. Free, no sign-up, no Social Security number.

Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan

Wilson Elser Moskowitz Edelman & Dicker LLP · Plan 100 · EIN 13-2679447 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorWilson Elser Moskowitz Edelman & Dicker LLP
150 East 42nd Street, New York, NY 10017-5639
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances520 separated participants still had money in the planForm 5500 ↗

Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan

Wilson, Elser, Moskowitz, Edelman & Dicker LLP · Plan 102 · EIN 13-2679447 · New York, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorWilson, Elser, Moskowitz, Edelman & Dicker LLP
150 East 42nd Street, New York, NY 10017-5639
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances89 separated participants still had money in the planForm 5500 ↗

Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff

Wilson, Elser, Moskowitz, Edelman, & Dicker LLP · Plan 001 · EIN 13-2679447 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorWilson, Elser, Moskowitz, Edelman, & Dicker LLP
150 East 42nd Street, New York, NY 10017-5639
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances114 separated participants still had money in the planForm 5500 ↗

Wilson Elser Moskowitz Edelman & Dicker 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 Wilson Elser Moskowitz Edelman & Dicker 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Wilson Elser Moskowitz Edelman & Dicker LLP, (212) 915-5530. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Wilson Elser Moskowitz Edelman & Dicker 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 915-5530.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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