What public Form 5500 filings show about the National Telecommunications Cooperative Association 401(k) plan — and how to find and check your own account.
National Telecommunications Cooperative Association (EIN 52-0741336) reports SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS on its most recent Form 5500, with $3.4B in plan assets across 23,584 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full National Telecommunications Cooperative Association filing — schedules, fees, and providers.
National Telecommunications Cooperative Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask National Telecommunications Cooperative AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUSTEE #1, SERVICES MANAGEMENT, FORVIS MAZARS LLP, GROOM LAW GROUP, BLACKROCK INSTITUTIONAL TRUST CO, WILSHIRE ASSOCIATES.
