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Old 12-28-2008, 03:35 AM
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Default Which company did copper offer the 401k plan threw before schwabb.

was wondering because i was looking at profit sharing, I only see 3 deposit for profit sharing totaling $1600 over the last 3 years even tho ive worked for them for 7, and thats all thats in that account, so im thinking ive got money in another account with another company that they had set up for me that i never rolled over.

Anyone have any idea? I punched my ss # into fidelity's website and it only brought up my account for the company i work for now.
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Old 12-28-2008, 08:21 PM
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anyone? am i confused have they always used charles schwab?
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Old 12-29-2008, 03:58 AM
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as far as I remember, it has always been Schwab. Before that we had a pension plan that was frozen at the inception of the 401k. If you were part-time you would not have gotten profit sharing but they have always added it "so far" since we've had it to full timers
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Old 12-29-2008, 05:55 AM
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i was actually part time for the full 7 years i was there, and remember gettting a profit sharing letter in the mail about 4 months after i started, think i started in sept, and profit sharing is given out in jan.

Are you able to view your charles schwab plan online, and are you able to see transactions before jan 2006, thats as far back as i can see mine. Dont know if thats when it was opened or thats just as far back as they will let you view online.
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Old 12-30-2008, 09:40 AM
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Hmmmm, didn't think part-timers got profit sharing. Good deal!!! 2006 is as far back as mine goes but you may be able to try custom dates. Have never tried that. If you are thinking of taking it out, remember you'll take a big tax hit if you aren't 59 1/2.
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