Find an old 401(k) · Free
Philadelphia Mortgage Advisors: who to call about your old retirement account
Philadelphia Mortgage Advisors 401(K) Profit Sharing Plan & Trust. PLYMOUTH MEETING, PA. 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
- Philadelphia Mortgage Advisors
- Address on file
- 600 W Germantown Pike Ste 270 · Plymouth Meeting, PA · 19462
- Industry
- Retail Trade
- Plan
- Philadelphia Mortgage Advisors 401(K) Profit Sharing Plan & Trust401(k) plan
- When
- Start date on the filing: 2007Still running: latest filing is for 2025Has filed since at least 2009
- Size
- 46 people in the plan, about $3.8 million in total17 of them no longer work there and still have money in it. Leaving a balance behind is common.
- You may remember
- • Allowed loans from the account
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.
401kHunter is not affiliated with, endorsed by, or connected to PHILADELPHIA MORTGAGE ADVISORS. 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.