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Jefferson County School District 509-J

USAA Investment Management Company

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 - General Status

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

USAA Investment Management Company 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:

Fee Information

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

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:

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 - JCSD 509-J 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 JCSD 509-J - USAA Investment Management Company PLAN OR GROUP NUMBER: To Be Determined


When contacting USAA Investment or its local contacts, you may require the JCSD 509-J EIN: 936000537

JCSD 509-J 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 JCSD 509-J 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 JCSD 509-J 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

JCSD 509-J 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 .

JCSD 509-J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the JCSD 509-J 403(b) Plan and much more on the JCSD 509-J Information Page, available by clicking here.