Hidalgo County Adoption Agreement for 457 Cooperative Master Plan
HUB Investment Partners Named Advisor for 457 Plan with Fee Waiver
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Description
Hidalgo County has approved an agreement with HUB Investment Partners as the investment advisor for its 457 Cooperative Master Plan, including a structured advisory fee waiver matching any asset transfer penalties. HUB will waive its advisory fee of 25 basis points per year until the waived total equals the penalty or fee charged by the previous financial institution.
Contract Details
Contract Amount
Advisory fee of 0.0025 (25 basis points) of Plan assets (waived up to assessed transfer penalty/fee)
Vendor
HUB INVESTMENT PARTNERS
Agency
Hidalgo County, TX
Contract Type
FINANCIAL_SERVICES
Document Date
October 1, 2025
Contract Term
Until fees waived equal penalty/fee assessed by prior institution
Renewal Info
Fee waiver continues monthly until penalty/fee amount covered. If terminated early, remaining unwaived fee is deducted from Plan assets.
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