Find an old National Telecommunications Cooperative Association 401(k)

Who to contact about an account in each of the 2 National Telecommunications Cooperative Association plans, from the filings. Free, no sign-up, no Social Security number.

Savings Plan for Employees of Ntca and Its Members

National Telecommunications Cooperative Association · Plan 334 · EIN 52-0741336 · Arlington, VA

Active · plan year 2024 filing401(k)
Plan administratorNtca Retirement & Security/Savings Plan Trust Committee
4121 Wilson Blvd., 10th Floor, Arlington, VA 22203
Form 5500 ↗
Recordkeeper (who holds the accounts)FidelitySchedule C ↗
Former employees with balances6,061 separated participants still had money in the planForm 5500 ↗

Retirement&Security Program for Employees of Ntca and Its Members

National Telecommunications Cooperative Association · Plan 333 · EIN 52-0741336 · Arlington, VA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorNtca Retirement and Security/ Savings Plan Trust Committee
C/O 4121 Wilson Blvd, 10th Floor, Arlington, VA 22203-1801
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances3,105 separated participants still had money in the planForm 5500 ↗

National Telecommunications Cooperative Association 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old National Telecommunications Cooperative Association 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ntca Retirement & Security/Savings Plan Trust Committee, (703) 351-2000. The accounts are held by the recordkeeper, Fidelity. Have your Social Security number and dates of employment ready.

What is the National Telecommunications Cooperative Association 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (703) 351-2000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with National Telecommunications Cooperative Association and does not hold accounts. Not financial advice. Report a correction