# At&T INC. 401(k) Plan
Source: https://planprovider.pro/companies/at-t-inc-431301883-020

> At&T INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — Recordkeeper

- [JOHN HANCOCK LIFE INSURANCE CO.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RUSSELL IMPLEMENTATION SERVICES INC](https://planprovider.pro/provider/russell-investments) — 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|

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