# National Telecommunications Cooperative Association 401(k) Plan
Source: https://planprovider.pro/companies/national-telecommunications-cooperative-association-136044006-006

> National Telecommunications Cooperative Association's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-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|—|—|—|

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