Plan Snapshot
- Plan Sponsor: National Rural Electric Cooperative Association
- Sponsor EIN: 530116145
- Sponsor Address: 4301 WILSON BLVD, ARLINGTON, VA, 22203
- Plan Type: DB
- Total Participants: 56,128
- Total Assets: $11.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56,128 | $11.5B | $1.1B | $5.9M |
| 2023 | 55,939 | $10.2B | $1.2B | $6.0M |
| 2022 | 53,861 | $9.4B | $1.1B | $6.1M |
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 | $83,086 | — | $83,086 |
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: $83,086
- Estimated Expense Ratio: 0.001% 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 | $28,457,792 | $15,098,772 | — | $83,086 | — |
| 2023 | $36,585,448 | $13,371,402 | — | $135,033 | — |
| 2022 | $28,122,144 | $14,690,964 | — | — | $6,424,113 |