Savings Plan For Employees Of Ntca And Its Members
Sponsored by National Telecommunications Cooperative Association · EIN 520741336 · Plan #334
- Total assets
- $3.4B
- Net assets
- $3.4B
- Active participants
- 23,584
- With balances
- 23,709
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Services Management Corporation | Contract administrator, Direct payment from the plan | $2,336,400 |
| J.P. Morgan Investment Management I | Investment management, Investment advisory (plan), Direct payment from the plan | $647,767 |
| Groom Law Group | Legal, Direct payment from the plan | $249,069 |
| Telcom Insurance Group | Insurance services, Direct payment from the plan | $147,427 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $95,623 |
| Wilshire Associates | Investment advisory (plan), Direct payment from the plan | $52,740 |
| Clark Communications | Copying and duplicating, Direct payment from the plan | $44,608 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $34,382 |
| Trustee #1 | Trustee (individual), Direct payment from the plan, Non-monetary compensation | $5,058 |
| Fidelity | Investment management, Investment advisory (plan), Recordkeeping | $0 |