# Guadalupe Valley Telephone Cooperative, INC. DB Plan
Source: https://planprovider.pro/companies/guadalupe-valley-telephone-cooperative-inc-plan-001

> Guadalupe Valley Telephone Cooperative, INC.'s DB plan: 58 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:** 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:

- [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/guadalupe-valley-telephone-cooperative-inc-plan-001)

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