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Pentegra Services, Inc: who to call about your old retirement account

Key 401(K) Pooled Employer Plan. WHITE PLAINS, NY. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer
Pentegra Services, Inc
Address on file
White Plains, NY · 10604
Industry
Finance & Insurance
Plan
Key 401(K) Pooled Employer Plan401(k) plan
When
Start date on the filing: 2024 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2024
Size
about 550 people in the plan, about $11 million in totalabout 310 of them no longer work there and still have money in it. Leaving a balance behind is common.
You may remember
  • • Had a Roth option

Not the right one? Pentegra Services, Inc has 8 other retirement plans:

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

  • ✓ The phone number on the plan’s filing
  • ✓ What to say on the call, word for word
  • ✓ The plan ID numbers they will ask you for
  • ✓ The company that likely holds the accounts, with its website and phone number where we have them

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If nobody can find you

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Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

401kHunter is not affiliated with, endorsed by, or connected to PENTEGRA SERVICES, INC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.