# National Telecommunications Cooperative Association 401(k) Plan
Source: https://planprovider.pro/companies/national-telecommunications-cooperative-association-520741336-003

> National Telecommunications Cooperative Association&#39;s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** National Telecommunications Cooperative Association

- **Sponsor EIN:** 520741336

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

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

- **Plan Number:** 003

- **Total Participants:** 0

- **Total Assets:** $167.5M

## 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.|

| 2025|0|$167.5M|$0|$0|

| 2024|0|$147.5M|$647,127|$0|

| 2023|0|$131.6M|$600,000|$0|

| 2022|0|$113.9M|$610,206|$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|

| SERVICES MANAGEMENT CORPORATION|Other Service Provider|$30,200|—|$30,200|

| FORVIS MAZARS, LLP|Other Service Provider|$13,411|—|$13,411|

| TELCOM INSURANCE GROUP|Other Service Provider|$6,553|—|$6,553|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,164

- **Estimated Expense Ratio:** 0.030% 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|

| 2025|$2,159,779|$3,000|$30,200|$13,411|—|

| 2024|$53,308|$3,000|$30,200|$12,794|—|

| 2023|$50,183|$3,000|$29,051|$11,625|—|

| 2022|$46,303|$3,000|$26,775|—|$11,627|

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