Plan Snapshot
- Plan Sponsor: National Rural Electric Cooperative Association
- Sponsor EIN: 530116145
- Sponsor Address: 4301 WILSON BLVD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 61,593
- Total Assets: $16.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 61,593 | $16.8B | $274.0M | $482.1M |
| 2023 | 60,192 | $15.0B | $249.9M | $454.5M |
| 2022 | 60,023 | $13.0B | $227.7M | $427.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $75,640 | — | $75,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,640
- Estimated Expense Ratio: 0.000% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $47,332,687 | $13,971,604 | $26,188,572 | $75,640 | — |
| 2023 | $43,513,362 | $11,891,405 | $24,447,849 | $58,236 | — |
| 2022 | $40,454,465 | $10,863,670 | $23,200,318 | — | $3,364,239 |