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: 004
- Total Participants: 0
- Total Assets: $94.7M
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 | $94.7M | $0 | $0 |
| 2024 | 0 | $82.6M | $300,000 | $0 |
| 2023 | 0 | $75.0M | $80,000 | $0 |
| 2022 | 0 | $65.6M | $240,000 | $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 | $18,700 | — | $18,700 |
| FORVIS MAZARS, LLP | Other Service Provider | $13,411 | — | $13,411 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,111
- Estimated Expense Ratio: 0.034% 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 | $299,457 | $3,000 | $18,700 | $13,411 | — |
| 2024 | $39,569 | $3,000 | $18,700 | $13,204 | — |
| 2023 | $36,372 | $3,000 | $17,987 | $11,625 | — |
| 2022 | $33,974 | $3,000 | $16,578 | — | $11,627 |