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Hj Sims Capital Management of Puerto Rico Inc.: who to call about your old retirement account

Herbert J. Sims & Co. Inc. Savings & Retirement Plan of Puerto Rico. GUAYNABO, PR. From the plan’s 2024 filing with the U.S. Department of Labor.

This plan has been closed.

Its last filing was a final return, which means the plan was wound down and the money was paid out or moved. Your money is not gone: it went somewhere, and the steps below find where.

Is this your plan?

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

Employer: Hj Sims Capital Management of Puerto Rico Inc.Has also filed as Herbert J. Sims & Co. Inc.
Address on file: 1 Calle 1 Ph 400-A · Guaynabo, PR · 00969
Industry: Finance & Insurance
Plan: Herbert J. Sims & Co. Inc. Savings & Retirement Plan of Puerto Rico401(k) plan
When: Start date on the filing: 2016 (some plans give the date of their latest rewrite, so it may be older)Closed: its final filing was for 2024Has filed since 2016

Not the right one? Hj Sims Capital Management of Puerto Rico Inc. has another retirement plan:

Herbert J Sims 401(K) Plan · 401(k) plan · about 150 people · filed 2024

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.

Your name

Phone (optional)

What do you want to do with it?

Roughly how much is in the account? (optional)

Anything we should know? (optional)

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 HJ SIMS CAPITAL MANAGEMENT OF PUERTO RICO 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.