AUMdb

Valley Telephone Cooperative Coop. 401(k) Retirement Plan

Sponsored by Valley Telephone Cooperative, Inc. · EIN 741207591 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
197
With balances
220

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Texas Regional Bank Investment advisory (plan), Direct payment from the plan $18,257
Newport Group, Inc. Participant loan processing, Other fees, Recordkeeping $17,762