Carroll Petrie Foundation: who to call about your old retirement account

Carroll Petrie Foundation 401(K) Plan. SANTA FE, NM. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, 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: Carroll Petrie Foundation
Address on file: 1000 Cordova Pl Pmb524 · Santa Fe, NM · 87505
Industry: Other Services (except Public Admin)
Plan: Carroll Petrie Foundation 401(K) Plan401(k) plan
When: Start date on the filing: 2020 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2025Has filed since 2020
Size: 8 people in the plan, about $1.1 million in total1 of them no longer work there and still have money in it. Leaving a balance behind is common.
You may remember: • The company put money into employees’ accounts

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

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

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.

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I am asking 401kHunter to connect me with a licensed financial advisor about my old retirement account. I agree that 401kHunter may share my request and contact details with the one licensed advisor it matches me with, and that 401kHunter and that advisor may email me about it. The advisor may pay 401kHunter for the introduction. This is free for me and I am under no obligation. My details will not be used for anything else, or sold or shared with anyone else, without my consent.

401kHunter is not affiliated with, endorsed by, or connected to CARROLL PETRIE FOUNDATION. 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.