Plan Snapshot
- Plan Sponsor: At&T INC.
- Sponsor EIN: 431301883
- Sponsor Address: P.O. BOX 132160, DALLAS, TX, 753132160
- Plan Type: 401(k)
- Total Participants: 102,760
- Total Assets: $43.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 102,760 | $43.1B | $524.7M | $1.1B |
| 2023 | 109,889 | $40.0B | $531.3M | $1.1B |
| 2022 | 119,938 | $37.6B | $642.7M | $1.2B |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | NONE | $10,373,000 | — | $10,373,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $6,527,000 | $862,469 | $7,389,469 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,762,469
- Estimated Expense Ratio: 0.041% 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 | $16,900,000 | $14,905,000 | — | — | — |
| 2023 | $17,399,000 | $14,508,000 | — | — | — |
| 2022 | $19,960,000 | — | — | — | — |