Plan Snapshot
- Plan Sponsor: Guadalupe Valley Electric Cooperative INC
- Sponsor EIN: 743023938
- Sponsor Address: PO BOX 118, 825 EAST SARAH, GONZALES, TX, 786290118
- Plan Type: 401(k)
- Total Participants: 391
- Total Assets: $95.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 391 | $95.5M | $3.7M | $2.5M |
| 2023 | 380 | $87.5M | $3.4M | $2.4M |
| 2022 | 357 | $74.1M | $3.2M | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BOLINGER SEGARS GILBERT & MOSS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,870 | $22,083 | — | — | — |
| 2023 | $40,888 | — | — | — | — |
| 2022 | $54,609 | — | — | — | — |