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: 005
- Total Participants: 0
- Total Assets: $70.2M
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 | $70.2M | $0 | $0 |
| 2024 | 0 | $61.7M | $100,000 | $0 |
| 2023 | 0 | $55.4M | $100,000 | $0 |
| 2022 | 0 | $48.5M | $600,000 | $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 | $27,400 | — | $27,400 |
| FORVIS MAZARS, LLP | Other Service Provider | $15,295 | — | $15,295 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,695
- Estimated Expense Ratio: 0.061% 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 | $621,796 | $3,000 | $27,400 | $15,295 | — |
| 2024 | $48,929 | $3,000 | $27,400 | $14,776 | — |
| 2023 | $45,164 | $3,000 | $26,344 | $12,225 | — |
| 2022 | $40,836 | $3,000 | $24,280 | — | $11,514 |