Scott Gardner signed National Telecommunications Cooperative Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Telecommunications Cooperative Association's EIN is 52-0741336.
Download the official 2024 Form 5500 (PDF) for National Telecommunications Cooperative Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Telecommunications Cooperative Association's plan includes profit-sharing, money-purchase contributions, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT I | 13-3200244 | — | NONE | $648K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $96K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| TRUSTEE #1 | — | ARLINGTON, VA | TRUSTEE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVICES MANAGEMENT CORPORATION | 52-1200541 | — | SUBSIDIARY OF NTCA | $2.3M | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $249K | — |
| TELCOM INSURANCE GROUP | 52-1632917 | — | NONE | $147K | — |
| WILSHIRE ASSOCIATES | 95-2755361 | — | NONE | $53K | — |
| CLARK COMMUNICATIONS | 56-1463810 | — | NONE | $45K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $34K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FIAM · EIN 20-4659714 / PN 001 | Common Collective Trust | — | — | $1.9B | 58.0% | |
| BLACKROCK RUSSELL 1000 GROWTH FUND BLACKROCK FINANCIAL MANAGEMENT · EIN 94-3302953 / PN 001 | Common Collective Trust | — | — | $292.2M | 8.7% | |
| Fidelity Investments SP 500 Index PL CL F | Common Collective Trusts | — | — | $277.9M | 8.3% | |
| Fidelity Investments FIAM INX TD 2035 Y | Mutual Funds | — | — | $252.4M | 7.5% | |
| Fidelity Investments FIAM INX TD 2040 Y | Mutual Funds | — | — | $232.0M | 6.9% | |
| Fidelity Investments FIAM INX TD 2030 Y | Mutual Funds | — | — | $225.7M | 6.7% | |
| Fidelity Investments FIAM INX TD 2045 Y | Mutual Funds | — | — | $198.5M | 5.9% | |
| Fidelity Investments FIAM INX TD 2025 Y | Mutual Funds | — | — | $193.0M | 5.7% | |
| Fidelity Investments FIAM INX TD 2050 Y | Mutual Funds | — | — | $149.0M | 4.4% | |
| R&S AND SAVINGS PLAN MASTER TRUST NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOC. · EIN 13-6044006 / PN 006 | Master Trust | — | — | $140.6M | 4.2% | |
| Fidelity Investments Brokerage Link | Self-Directed Brokerage | — | — | $123.7M | 3.7% | |
| Fidelity Investments FIAM INX TD 2055 Y | Mutual Funds | — | — | $95.6M | 2.8% | |
| Fidelity Investments LPS Pool Class A | Mutual Funds | — | — | $84.3M | 2.5% | |
| Fidelity Investments Puritan Fund K | Mutual Funds | — | — | $82.2M | 2.4% | |
| Fidelity Investments FIAM INX TD 2020 Y | Mutual Funds | — | — | $76.7M | 2.3% | |
| Vanguard Total Bond Market Fund | Mutual Funds | — | — | $75.1M | 2.2% | |
| Fidelity Investments Diversified International Fund K | Mutual Funds | — | — | $54.8M | 1.6% | |
| Fidelity Investments SP Extended Market Index CL F | Mutual Funds | — | — | $50.2M | 1.5% | |
| BlackRock International Index | Other securities | — | — | $45.9M | 1.4% | |
| Participants Participant loans*** Rates from 3.25% to 10.50% - | Bonds / Notes | — | — | $36.4M | 1.1% | |
| Fidelity Investments Small Cap Dividend Value | Mutual Funds | — | — | $31.9M | 0.9% | |
| UST NOTES 4.625 06/15/202 Government Securities | Other securities | — | — | $31.5M | 0.9% | |
| Vanguard Russell 2000 Growth Index | Common Collective Trusts | — | — | $27.3M | 0.8% | |
| Fidelity Investments FIAM INX TD 2065 Y | Mutual Funds | — | — | $21.7M | 0.6% | |
| UST NOTES 4.25 02/28/2029 Government Securities | Other securities | — | — | $20.9M | 0.6% | |
| Vanguard Emerging Markets | Mutual Funds | — | — | $20.3M | 0.6% | |
| Fidelity Investments FIAM INX TD 2015 Y | Mutual Funds | — | — | $18.8M | 0.6% | |
| Fidelity Investments Money Market | Mutual Funds | — | — | $17.0M | 0.5% | |
| PIMCO Funds High Yield Fund | Mutual Funds | — | — | $17.0M | 0.5% | |
| UST NOTES 2.625 05/31/202 Government Securities | Other securities | — | — | $13.6M | 0.4% | |
| UST NOTES 4.375 07/15/202 Government Securities | Other securities | — | — | $12.9M | 0.4% | |
| UST NOTES 4.5 05/31/2029 Government Securities | Other securities | — | — | $12.3M | 0.4% | |
| UST NOTES 3.375 09/15/202 Government Securities | Other securities | — | — | $11.5M | 0.3% | |
| UST NOTES 4.125 03/31/202 Government Securities | Other securities | — | — | $11.5M | 0.3% | |
| UST NOTES 4.125 11/15/202 Government Securities | Other securities | — | — | $11.2M | 0.3% | |
| UST NOTES 4.875 05/31/202 Government Securities | Other securities | — | — | $11.1M | 0.3% | |
| Fidelity Investments FIAM INX TD 2010 Y | Mutual Funds | — | — | $10.2M | 0.3% | |
| WELLS FARGO & CO Common Stock | Common Stocks | — | — | $8.1M | 0.2% | |
| BANK OF AMERICA CORPORATION Common Stock | Common Stocks | — | — | $6.7M | 0.2% | |
| UNITEDHEALTH GROUP INC Common Stock | Common Stocks | — | — | $6.3M | 0.2% | |
| Fidelity Investments SP Real Estate Index F | Mutual Funds | — | — | $6.0M | 0.2% | |
| Fidelity Investments FIAM INX TD INCOME Y | Mutual Funds | — | — | $5.9M | 0.2% | |
| UST NOTES 4.25 06/30/2029 Government Securities | Other securities | — | — | $5.8M | 0.2% | |
| MORGAN STANLEY Common Stock | Common Stocks | — | — | $5.4M | 0.2% | |
| CONOCOPHILLIPS Common Stock | Common Stocks | — | — | $5.0M | 0.1% | |
| SCHWAB CHARLES CORP Common Stock | Mutual Funds | — | — | $4.9M | 0.1% | |
| AMERICAN EXPRESS CO Common Stock | Common Stocks | — | — | $4.8M | 0.1% | |
| UST NOTES 3.75 08/15/2027 Government Securities | Other securities | — | — | $4.8M | 0.1% | |
| CHEVRON CORP Common Stock | Common Stocks | — | — | $4.6M | 0.1% | |
| PHILIP MORRIS INTL INC Common Stock | Common Stocks | — | — | $4.6M | 0.1% |
