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

> National Telecommunications Cooperative Association's 401(k) plan: 23,584 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:** 520741336

- **Sponsor Address:** 4121 WILSON BLVD., ARLINGTON, VA, 22203

- **Plan Type:** 401(k)

- **Total Participants:** 23,584

- **Total Assets:** $3.4B

## 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|23,584|$3.4B|$76.9M|$109.8M|

| 2023|23,134|$3.0B|$68.8M|$101.8M|

| 2022|22,270|$2.6B|$65.8M|$99.0M|

## 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|

| SERVICES MANAGEMENT CORPORATION|SUBSIDIARY OF NTCA|$2,336,400|—|$2,336,400|

| J.P. MORGAN INVESTMENT MANAGEMENT I|NONE|$647,767|—|$647,767|

| GROOM LAW GROUP|NONE|$249,069|—|$249,069|

| TELCOM INSURANCE GROUP|NONE|$147,427|—|$147,427|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$95,623|—|$95,623|

| WILSHIRE ASSOCIATES|NONE|$52,740|—|$52,740|

| CLARK COMMUNICATIONS|NONE|$44,608|—|$44,608|

| FORVIS MAZARS, LLP|NONE|$34,382|—|$34,382|

| TRUSTEE #1|TRUSTEE|$5,058|—|$5,058|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J.P. MORGAN INVESTMENT MANAGEMENT I](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [WILSHIRE ASSOCIATES](https://planprovider.pro/provider/john-hancock) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,613,074

- **Estimated Expense Ratio:** 0.108% 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|$3,523,675|$187,361|$2,336,400|$34,382|—|

| 2023|$3,662,536|$52,422|$2,111,210|$30,165|—|

| 2022|$3,097,760|$51,266|$1,945,816|—|$133,544|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-telecommunications-cooperative-association-401k-plan)

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