# Guadalupe Valley Telephone Cooperative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/guadalupe-valley-telephone-cooperative-inc-401k-plan

> Guadalupe Valley Telephone Cooperative, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Guadalupe Valley Telephone Cooperative, INC.

- **Sponsor EIN:** 741194662

- **Sponsor Address:** 36101 FM 3159, NEW BRAUNFELS, TX, 781325903

- **Plan Type:** 401(k)

- **Total Participants:** 227

- **Total Assets:** $46.4M

## 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|227|$46.4M|$1.2M|$1.5M|

| 2023|232|$44.0M|$1.1M|$1.5M|

| 2022|224|$37.9M|$1.1M|$1.5M|

## 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|

| HEARD, MCELROY & VESTAL LLC|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.034% of plan assets

### 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|$179,405|$120,716|$34,934|$16,000|—|

| 2023|$266,518|—|$254,018|$12,500|—|

| 2022|$221,036|—|$221,036|—|—|

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