# Valley Telephone Cooperative, INC. DB Plan
Source: https://planprovider.pro/companies/valley-telephone-cooperative-inc-plan-002

> Valley Telephone Cooperative, INC.'s DB plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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