Guadalupe Valley Telephone Cooperative, Inc. Retirement And Security Program
Sponsored by Guadalupe Valley Telephone Cooperative, Inc. · EIN 741194662 · Plan #001 · New Braunfels, TX
- Total assets
- $78.9M
- Net assets
- $78.9M
- Active participants
- 58
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services Ltd. | Investment management fees (direct) | $243,601 |
| Morgan Stanley Smith Barney, Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $115,561 |
| Definiti Llc | Actuarial | $53,210 |
| Heard, Mcelroy & Vestal Llc | Accounting | $18,000 |
| Adp, Llc | Direct payment from the plan | $4,214 |
| Pimco Institutional Funds | Other services, Other fees | $0 |
| Gqg Partners | Other services, Other fees | $0 |
| Oakmark Funds | Other services, Other fees | $0 |