Retirement&Security Program For Employees Of Ntca And Its Members
Sponsored by National Telecommunications Cooperative Association · EIN 520741336 · Plan #333
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 9,544
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Institutional Investment Consulting CRD 168705 | deterministic · 100% | 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 | $3,595,500 |
| Telcom Insurance Group | Insurance services, Direct payment from the plan | $1,416,156 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $1,293,273 |
| State Street Bank And Trust Company | Investment management fees (direct), Custodial (securities) | $362,503 |
| Groom Law Group | Legal, Direct payment from the plan | $278,413 |
| Wilshire | Investment advisory (plan), Direct payment from the plan | $142,819 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $46,899 |
| Clark's Printing Service | Other services, Direct payment from the plan | $33,497 |
| Institutional Investment Consulting | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Bank Of America | Other services, Direct payment from the plan, Account maintenance fees | $8,457 |
| Trustee #1 | Trustee (individual), Direct payment from the plan, Non-monetary compensation | $5,058 |