Sarath C. Witana Medical Group: who to call about your old retirement account

Sarath C. Witana Medical Group. LAKE FOREST, CA. 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: Sarath C. Witana Medical GroupHas also filed as Sarath C Witana Medical Group, Inc Profit Sharing Plan
Address on file: 23832 Rockfield Blvd Ste 170 · Lake Forest, CA · 92630
Industry: Health Care & Social Assistance
Plan: Sarath C. Witana Medical Group
When: Start date on the filing: 1996Still running: latest filing is for 2024Has filed since at least 2009
Size: 4 people in the plan, about $2.4 million in total

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:

✓ Who to contact at Sarath C. Witana Medical Group
✓ 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 SARATH C. WITANA MEDICAL GROUP. 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.