Bart Halpern Inc: who to call about your old retirement account

Bart Halpern Inc Profit Sharing Plan. PALM BEACH, FL. 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: Bart Halpern IncHas also filed as Bart Halpern Inc Profit Sharing Plan
Address on file: 2299 Ibis Isle Rd E · Palm Beach, FL · 33480
Industry: Information
Plan: Bart Halpern Inc Profit Sharing Plan401(k) plan
When: Start date on the filing: 2007Still running: latest filing is for 2024Has filed since at least 2009
Size: 3 people in the plan, about $1.8 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

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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401kHunter is not affiliated with, endorsed by, or connected to BART HALPERN 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.