Plan Snapshot
- Plan Sponsor: Guadalupe Valley Telephone Cooperative, INC.
- Sponsor EIN: 741194662
- Sponsor Address: 36101 FM 3159, NEW BRAUNFELS, TX, 781325903
- Plan Type: DB
- Total Participants: 58
- Total Assets: $78.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 58 | $78.9M | $0 | $0 |
| 2023 | 64 | $85.6M | $3.0M | $0 |
| 2022 | 69 | $88.0M | $6.0M | $0 |
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 |
|---|---|---|---|---|
| SAGE ADVISORY SERVICES LTD. | NONE | $243,601 | — | $243,601 |
| MORGAN STANLEY SMITH BARNEY, LLC | NONE | $115,561 | — | $115,561 |
| DEFINITI LLC | NONE | $53,210 | — | $53,210 |
| HEARD, MCELROY & VESTAL LLC | NONE | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $430,372
- Estimated Expense Ratio: 0.545% 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 | $481,412 | $376,941 | $33,261 | $18,000 | — |
| 2023 | $904,009 | $376,941 | $465,430 | $17,500 | — |
| 2022 | $513,103 | — | $513,103 | — | — |