National Education Association 401(k) Retirement Savings Plan
Sponsored by National Education Association Of The United States · EIN 530115260 · Plan #002
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 453
- With balances
- 701
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Rwa Wealth Partners, Llc CRD 156984 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $88,975 |
| Rwa Wealth Partners | Investment advisory (participants) | $83,971 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $75,548 |
| Adviser Investment | Investment advisory (participants) | $36,390 |