Plan Snapshot
- Plan Sponsor: National Telecommunications Cooperative Association
- Sponsor EIN: 136044006
- Sponsor Address: 4121 WILSON BLVD., SUITE 1000, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $2.6B
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 | 0 | $2.6B | $0 | $0 |
| 2023 | 0 | $2.4B | $0 | $0 |
| 2022 | 0 | $2.3B | $0 | $0 |
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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $793,179 | — | $793,179 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $500,938 | — | $500,938 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $301,638 | — | $301,638 |
| AQR CAPITAL MANAGEMENT | Other Service Provider | $259,237 | — | $259,237 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $37,787 | — | $37,787 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,892,779
- Estimated Expense Ratio: 0.072% 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 | $4,866,901 | $2,694,219 | $154,348 | $49,326 | — |
| 2023 | $6,678,262 | $6,678,262 | — | — | — |
| 2022 | $6,105,162 | $6,105,162 | — | — | — |