What public Form 5500 filings show about the United Services Automobile Association 401(k) plan — and how to find and check your own account.
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.
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, GOLDMAN SACHS ASSET MANAGEMENT, MACQUARIE INVESTMENT MGMT ADVISERS, NISA INVESTMENT ADVISORS, ERNST & YOUNG LLP, FIDELITY MANAGEMENT TRUST.
