Plan Snapshot
- Plan Sponsor: At&T INC.
- Sponsor EIN: 431301883
- Sponsor Address: P.O. BOX 132160, DALLAS, TX, 753132160
- Plan Type: 401(k)
- Plan Number: 020
- Total Participants: 0
- Total Assets: $30.6B
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 | 0 | $30.6B | $0 | $0 |
| 2023 | 0 | $32.9B | $0 | $0 |
| 2022 | 0 | $44.6B | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Other Service Provider | $15,781,000 | — | $15,781,000 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Custodian / Trustee | $13,171,000 | — | $13,171,000 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $7,673,000 | — | $7,673,000 |
| GWL REALTY ADVISORS US INC | Other Service Provider | $6,335,000 | — | $6,335,000 |
| CORE AND VALUE ADVISORS LLC | Other Service Provider | $5,476,000 | — | $5,476,000 |
| AEW CAPITAL MANAGEMENT | Other Service Provider | $4,630,000 | — | $4,630,000 |
| AT&T INC. | Other Service Provider | $4,339,000 | — | $4,339,000 |
| INVESCO ADVISORS, INC. | Other Service Provider | $4,303,000 | — | $4,303,000 |
| PIMCO (ALLIANZ GLOBAL) | Other Service Provider | $2,799,000 | — | $2,799,000 |
| AON CONSULTING | Recordkeeper | $2,344,000 | — | $2,344,000 |
| JENNISON ASSOCIATES LLC | Other Service Provider | $2,094,000 | — | $2,094,000 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $2,073,000 | — | $2,073,000 |
| BRIDGEWATER ASSOCIATES LP | Other Service Provider | $1,866,000 | — | $1,866,000 |
| CHILTON INVESTMENT COMPANY, LLC | Other Service Provider | $1,824,000 | — | $1,824,000 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $1,725,000 | — | $1,725,000 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $1,632,000 | — | $1,632,000 |
| JEFFERIES LLC | Other Service Provider | $1,581,000 | — | $1,581,000 |
| PYRAMIS GLOBAL ADVISORS | Other Service Provider | $1,398,000 | — | $1,398,000 |
| DODGE & COX | Other Service Provider | $1,382,000 | — | $1,382,000 |
| OAKTREE CAPITAL MANAGEMENT, LLC | Other Service Provider | $1,234,000 | — | $1,234,000 |
| ARTISAN PARTNERS LTD PARTNERSHIP | Other Service Provider | $1,068,000 | — | $1,068,000 |
| SILCHESTER INTERNATIONAL INVESTORS | Other Service Provider | $1,042,000 | — | $1,042,000 |
| AKIN GUMP STRAUSS HAUER FELD LLP | Other Service Provider | $993,000 | — | $993,000 |
| JOHN HANCOCK LIFE INSURANCE CO. | Recordkeeper | $874,000 | — | $874,000 |
| POLUNIN CAPITAL PARTNERS LIMITED | Other Service Provider | $869,000 | — | $869,000 |
| BAILLIE GIFFORD OVERSEAS LTD. | Other Service Provider | $866,000 | — | $866,000 |
| TIMBERLAND INVESTMENT RESOURCES LLC | Other Service Provider | $777,000 | — | $777,000 |
| MARATHON INTERNATIONAL | Other Service Provider | $733,000 | — | $733,000 |
| J O HAMBRO CAPITAL MANAGEMENT LTD | Other Service Provider | $656,000 | — | $656,000 |
| MORGAN STANLEY INVESTMENT MGMT, INC | Other Service Provider | $629,000 | — | $629,000 |
| ANDERSEN TAX LLC | Other Service Provider | $557,000 | — | $557,000 |
| HOISINGTON INVESTMENT MANAGEMENT CO | Other Service Provider | $542,000 | — | $542,000 |
| RUSSELL IMPLEMENTATION SERVICES INC | Investment Advisor | $488,000 | — | $488,000 |
| THE PUTNAM ADVISORY COMPANY, LLC | Other Service Provider | $467,000 | — | $467,000 |
| ARIEL CAPITAL | Other Service Provider | $464,000 | — | $464,000 |
| BRANDES INVESTMENT PARTNERS, L.P. | Other Service Provider | $400,000 | — | $400,000 |
| FORVIS LLP | Other Service Provider | $384,000 | — | $384,000 |
| FOREST INVESTMENTS ASSOCIATES | Other Service Provider | $286,000 | — | $286,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $285,000 | — | $285,000 |
| STANDISH MELLON ASSET MANAGEMENT | Other Service Provider | $271,000 | — | $271,000 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $266,000 | — | $266,000 |
| WILLIS TOWERS WATSON INVESTMENT | Other Service Provider | $224,000 | — | $224,000 |
| BATTERYMARCH FIN MANAGEMENT, INC | Other Service Provider | $200,000 | — | $200,000 |
| MONDRIAN INVESTMENT PARTNERS LTD. | Other Service Provider | $176,000 | — | $176,000 |
| THE BURGISS GROUP | Other Service Provider | $168,000 | — | $168,000 |
| CHAMPLAIN INVESTMENT PARTNERS | Other Service Provider | $163,000 | — | $163,000 |
| OPTAVISE LLC | Other Service Provider | $146,000 | — | $146,000 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | Other Service Provider | $139,000 | — | $139,000 |
| HIGHCLERE INVESTORS | Other Service Provider | $124,000 | — | $124,000 |
| POLEN CAPITAL MANAGEMENT | Other Service Provider | $111,000 | — | $111,000 |
| NEUBERGER BERMAN | Other Service Provider | $101,000 | — | $101,000 |
| LEHMAN ASSET MANAGEMENT | Other Service Provider | $95,000 | — | $95,000 |
| FLEISHMAN-HILLARD, INC. | Other Service Provider | $55,000 | — | $55,000 |
| PWC US TAX LLP | Other Service Provider | $47,000 | — | $47,000 |
| HAMILTON LANE ADVISORS LLC | Other Service Provider | $42,000 | — | $42,000 |
| CEM BENCHMARKING | Other Service Provider | $32,000 | — | $32,000 |
| KUVEYT TURK PORTFOLIO MGMT COMPANY | Other Service Provider | $30,000 | — | $30,000 |
| ACCESS INFORMATION MANAGEMENT CO. | Other Service Provider | $28,000 | — | $28,000 |
| BANCO POPULAR DE PUERTO RICO | Other Service Provider | $26,000 | — | $26,000 |
| NOVA MARKETING SERVICES, INC. | Other Service Provider | $25,000 | — | $25,000 |
| PREQIN LIMITED | Other Service Provider | $24,000 | — | $24,000 |
| DIMENSIONAL FUND ADVISORS LP | Other Service Provider | $23,000 | — | $23,000 |
| BLOOMBERG L.P. | Other Service Provider | $22,000 | — | $22,000 |
| WATSON WYATT INVESTMENT CONSULTING | Other Service Provider | $20,000 | — | $20,000 |
| EVESTMENT ALLIANCE, LLC | Other Service Provider | $19,000 | — | $19,000 |
| BAKER BOTTS LLP | Other Service Provider | $15,000 | — | $15,000 |
| MOXLEY ADR | Other Service Provider | $14,000 | — | $14,000 |
| AETNA GIC | Other Service Provider | $9,000 | — | $9,000 |
| ALBOURNE AMERICA LLC | Other Service Provider | $8,000 | — | $8,000 |
| CIEBA | Other Service Provider | $6,000 | — | $6,000 |
| MSCI INC. | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Custodian / Trustee
- AON CONSULTING — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- JOHN HANCOCK LIFE INSURANCE CO. — Recordkeeper
- RUSSELL IMPLEMENTATION SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,674,000
- Estimated Expense Ratio: 0.322% 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 | $191,057,000 | $66,648,000 | $126,000 | $384,000 | — |
| 2023 | $211,772,000 | $90,776,000 | $315,000 | $500,000 | — |
| 2022 | $217,283,000 | $167,432,000 | $2,029,000 | — | $4,274,000 |