UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k) plan — and how to find and check your own account.
The UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k) on its latest Form 5500
UNITED SERVICES AUTOMOBILE ASSOCIATION (EIN 74-0959140) reports USAA RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $10.9B in plan assets across 37,957 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 UNITED SERVICES AUTOMOBILE ASSOCIATION filing — schedules, fees, and providers.
Who runs the UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INSIGHT INVESTMENT, ERNST & YOUNG LLP, FIDELITY MANAGEMENT TRUST, NISA INVESTMENT ADVISORS, GOLDMAN SACHS ASSET MANAGEMENT, MACQUARIE INVESTMENT MGMT ADVISERS.
How to check your UNITED SERVICES AUTOMOBILE ASSOCIATION 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask UNITED SERVICES AUTOMOBILE ASSOCIATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).