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CCC will be closed on Thursday, November 27th and Friday, November 28th for the Thanksgiving Holiday.

Morrow County School District

USAA Investment Management Company
(aka: USAA Investment)

This Vendor Page has not been approved by USAA Investment Management Company,
but the information provided should be useful to you.

USAA Investment Management Company (aka: USAA Investment) - General Status

USAA Investment has not yet posted a company statement or 403(b) market status update at this time.

USAA Investment Management Company (aka: USAA Investment) Web Homepage

USAA Investment has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on USAA Investment investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with USAA Investment accounts:

  • End of List

403(b) Investment Options

USAA Investment offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

USAA Investment does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of USAA Investment are marketed using the following approaches:

  • End of List Declared by USAA Investment

Helpful Employee Resources

USAA Investment has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment USAA Investment provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with USAA Investment, please visit our General USAA Investment Management Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

USAA Investment Management Company (aka: USAA Investment) - Morrow County School District Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

USAA Investment Management Company Plan Number

When contacting USAA Investment or its local contacts, have ready your Morrow County School District - USAA Investment Management Company GROUP NUMBER: To Be Determined

Morrow County School District EIN

When contacting USAA Investment or its local contacts, you may require the Morrow County School District EIN: 936000821

Morrow County School District Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for USAA Investment on Morrow County School District list of authorized vendors.

Request Additional Information from USAA Investment Management Company

USAA Investment has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

USAA Investment Management Company has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Morrow County School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Morrow County School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

USAA Investment Management Company does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

USAA Investment has not provided copies of or links to any Vendor Forms. Please contact USAA Investment to request any forms you might need.

Morrow County School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Morrow County School District 403(b) Plan and much more on the Morrow County School District Information Page, available by clicking here.