Plan Snapshot
- Plan Sponsor: Valley Telephone Cooperative, INC.
- Sponsor EIN: 741207591
- Sponsor Address: 881 E. HIDALGO AVENUE, RAYMONDVILLE, TX, 78580
- Plan Type: DB
- Total Participants: 119
- Total Assets: $17.9M
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 | 119 | $17.9M | $0 | $0 |
| 2023 | 130 | $18.2M | $850,000 | $0 |
| 2022 | 143 | $21.3M | $2.0M | $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 |
|---|---|---|---|---|
| HARTFORD LIFE & ACCIDENT | NONE | $135,106 | — | $135,106 |
| HEARD, MCELROY, & VESTAL, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,106
- Estimated Expense Ratio: 0.756% 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 | $135,894 | — | — | — | — |
| 2023 | $391,925 | — | — | — | — |
| 2022 | $498,662 | — | — | — | $575 |