401(k) Pension Plan
Sponsored by National Rural Electric Cooperative Association · EIN 530116145 · Plan #444 · Arlington, VA
- Total assets
- $16.8B
- Net assets
- $16.7B
- Active participants
- 61,593
- With balances
- 79,674
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Jacobs Levy Equity Management Inc CRD 107022 | deterministic · 100% | 2024 |
| Capital International, Inc. CRD 110682 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nreca | Plan administrator, Recordkeeping, Investment management | $26,188,572 |
| T Rowe Price Associates Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,055,832 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $3,217,495 |
| Voya Institutional Plan Services | Consulting (general), Direct payment from the plan | $1,843,033 |
| Blackrock Financial Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,597,342 |
| Jacobs Levy Equity Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,139,434 |
| Decisionpath Consulting | Consulting (general), Direct payment from the plan | $908,992 |
| Lockton Companies | Insurance agents and brokers, Direct payment from the plan | $869,500 |
| Capital International Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $819,264 |
| Lsv Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $733,243 |
| Pacific Investment Management Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $675,498 |
| Optomi Llc | Consulting (general), Direct payment from the plan | $524,002 |
| Chesapeake Benefit Partners Llc | Consulting (general), Direct payment from the plan | $489,413 |
| Enterprise Iron Fis Inc | Consulting (general), Direct payment from the plan | $432,459 |
| Pinnacle Data Systems Llc | Participant communication, Direct payment from the plan | $405,970 |
| Convergenz Llc | Consulting (general), Direct payment from the plan | $364,944 |
| Experis It Services | Consulting (general), Direct payment from the plan | $324,329 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management | $309,476 |
| Neuberger Berman Group Llc | Investment management, Investment management fees (direct) | $294,021 |
| State Street Bank | Custodial (securities), Trustee (directed), Investment management | $290,171 |
| Fis Capital Markets Us Llc | Consulting (general), Direct payment from the plan | $281,344 |
| Sirius Computer Solutions Inc | Consulting (general), Direct payment from the plan | $179,550 |
| Rvk Inc | Consulting (general), Direct payment from the plan | $129,998 |
| Signature Commercial Solutions Llc | Consulting (general), Direct payment from the plan | $128,832 |
| Bdo Usa Llp | Consulting (general), Direct payment from the plan | $98,926 |
| Robert Half | Consulting (general), Direct payment from the plan | $94,354 |
| Usm Business Systems Inc | Consulting (general), Direct payment from the plan | $92,219 |
| Excella Inc | Consulting (general), Direct payment from the plan | $87,435 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $70,714 |
| Aston Carter Inc | Consulting (general), Direct payment from the plan | $57,821 |
| Spectrum Financial Services | Consulting (general), Direct payment from the plan | $47,840 |
| Thompson Hine Llp | Legal, Direct payment from the plan | $44,144 |
| Newport Trust Company | Consulting (general), Direct payment from the plan | $39,667 |
| Bloomberg Finance Lp | Other services, Direct payment from the plan | $31,801 |
| Reasonn Llc | Other services, Direct payment from the plan | $31,662 |
| International Software Systems Inc | Consulting (general), Direct payment from the plan | $29,655 |
| Adp Inc | Other services, Direct payment from the plan | $28,078 |
| Wells Fargo Bank | Other services, Direct payment from the plan | $22,214 |
| Nasdaq Information Llc | Consulting (general), Other services, Direct payment from the plan | $18,959 |
| Dexian Llc | Consulting (general), Direct payment from the plan | $12,452 |
| Harter Secrest And Emery Llp | Legal, Direct payment from the plan | $10,895 |
| Groom Law Group Chartered | Legal, Direct payment from the plan | $10,829 |
| Capricorn Systems Inc | Consulting (general), Direct payment from the plan | $10,766 |
| Zovaya Corporation | Consulting (general), Direct payment from the plan | $9,436 |
| Davis Companies | Consulting (general), Direct payment from the plan | $7,712 |
| Abel Noser Solutions | Consulting (general), Other services, Direct payment from the plan | $6,203 |
| Stevens And Lee Pc | Legal, Direct payment from the plan | $5,564 |
| Alku Technologies Llc | Consulting (general), Direct payment from the plan | $5,458 |
| Raymond James And Associates | Securities brokerage commissions | $0 |
| Jp Morgan Securities | Securities brokerage commissions | $0 |
| Morgan Stanley Co | Securities brokerage commissions | $0 |
| Wells Fargo Securities Llc | Securities brokerage commissions | $0 |
| Goldman Sachs And Co | Securities brokerage commissions | $0 |
| Virtu Americas | Securities brokerage commissions | $0 |
| Jefferies And Company | Securities brokerage commissions | $0 |
| Barclays Capital | Securities brokerage commissions | $0 |
| Bofa Securities | Securities brokerage commissions | $0 |
| National Financial Securities Llc | Securities brokerage commissions | $0 |
| Ubs Securities Llc | Securities brokerage commissions | $0 |
| Oppenheimer And Company | Securities brokerage commissions | $0 |
| Rbc Capital Markets | Securities brokerage commissions | $0 |
| Cowen And Company Llc | Securities brokerage commissions | $0 |
| Bnp Paribas Securities | Securities brokerage commissions | $0 |
| Pershing Llc | Securities brokerage commissions | $0 |
| Robert W Baird Co Incorporated | Securities brokerage commissions | $0 |
| Ubs Ag | Securities brokerage commissions | $0 |
| Bmo Capital Markets | Securities brokerage commissions | $0 |
| Liquidnet Inc | Securities brokerage commissions | $0 |
| Citigroup Global Markets | Securities brokerage commissions | $0 |
| Citadel Securities Institutional | Securities brokerage commissions | $0 |