Find an old Zuckerman Spaeder 401(k)

Who to contact about an account in the Zuckerman Spaeder plan, from the filings. Free, no sign-up, no Social Security number.

Zuckerman Spaeder LLP 401(k) Profit Sharing Plan

Zuckerman Spaeder LLP · Plan 001 · EIN 52-1112263 · Washington, DC

Active · plan year 2025 filing401(k)
Plan administratorZuckerman Spaeder LLP
2100 L Street, NW, Suite 400, Washington, DC 20037-1525
Form 5500 ↗
Recordkeeper (who holds the accounts)Capital Group Retirement Plan SvsSchedule C ↗
Former employees with balances59 separated participants still had money in the planForm 5500 ↗

Zuckerman Spaeder 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 Zuckerman Spaeder 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Zuckerman Spaeder LLP, (202) 778-1830. The accounts are held by the recordkeeper, Capital Group Retirement Plan Svs. Have your Social Security number and dates of employment ready.

What is the Zuckerman Spaeder 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (202) 778-1830.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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