M&A Wealth: Costco 401(k)
Streamline Your Costco 401(k) Management with M&A Wealth
If you've moved on from Costco and are contemplating the fate of your 401(k), M&A Wealth is your trusted partner in managing this transition. Our specialized 401(k) Rollover Services are designed to provide tailored solutions, ensuring your Costco 401(k) is in expert hands.
Unveiling the Costco 401(k) Plan
Provider: T Rowe Price
Plan Name: COSTCO 401K RETIREMENT PLAN
Phone: 1-800-922-9945
Fax: 410-581-5176
Hours of Operation: Monday - Friday: 7 am - 10 pm EST (Automated voice response system available 24/7)
Address: P.O. Box 17215, Baltimore, MD, 21297
About Costco:
Costco, the leading warehouse club, boasts 838 stores worldwide (as of fiscal 2022), with a significant presence in the United States (73%) and Canada (14%). The company operates on a membership-based model, offering low prices on a limited product assortment. While primarily serving individual shoppers, about 20% of paid members carry business memberships. Costco's sales distribution includes food and sundries (39%), non-food merchandise (27%), warehouse ancillary and other businesses (21%), and fresh food (13%). The company's warehouses, averaging around 146,000 square feet, with over 75% offering fuel, contribute to about 7% of global sales through e-commerce.
Your Options with Costco 401(k)
If you no longer work at Costco but have a 401(k) plan through T Rowe Price, explore these options:
- Leave it with T Rowe Price: Maintain your account with this reputable provider.
- Roll it over into an IRA: Transfer your funds into an Individual Retirement Account for sustained growth.
- Roll it over into a new 401(k): Consolidate your savings if your new employer offers a 401(k) plan.
- Withdraw the funds: Be mindful of potential tax penalties when withdrawing funds.
Why M&A Wealth is Your Ideal Partner
Discover the unique benefits of choosing M&A Wealth for managing your Costco 401(k):
- Personalized Financial Guidance: Our team provides personalized financial guidance, aligning with your unique goals and circumstances.
- Efficient Identity Verification: Streamlined processes, including identity verification, prioritize the security and efficiency of your account claims.
- Holistic Financial Support: Beyond 401(k) rollovers, M&A Wealth offers holistic financial support, addressing diverse aspects of your financial well-being.
Initiate Your Financial Transition Today
Don't let uncertainties surround your 401(k) plan. M&A Wealth is ready to guide you through uncovering and managing your Costco 401(k). Click the button below to commence your financial transition with confidence:
Updated on Dec 19, 2023
[Disclaimer: M&A Wealth is an independent financial service provider and not affiliated with Costco or T Rowe Price. The information provided is based on publicly available data as of Dec 19, 2023.]
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