USAA Investment Management Company (aka: USAA Investment) - General Status
USAA Investment has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
USAA Investment Management Company (aka: USAA Investment) Web Homepage
USAA Investment has NOT provided any link to its home office webpage. As soon as USAA Investment provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by USAA Investment to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
USAA Investment offers the following type of 403(b) investment option:
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.
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USAA Investment Management Company (aka: USAA Investment) - 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 GROUP NUMBER: To Be Determined
JCSD 509-J EIN
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 provided us with any online contact methods. 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
.
Vendor FormsUSAA Investment has not provided copies of or links to any Vendor Forms. Please contact USAA Investment to request any forms you might need.
JCSD 509-J Vendor Information PageInformation 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.
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