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: 021
- Total Participants: 0
- Total Assets: $11.7B
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 | $11.7B | $0 | $0 |
| 2023 | 0 | $12.1B | $0 | $0 |
| 2022 | 0 | $12.5B | $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 |
|---|---|---|---|---|
| PIMCO (ALLIANZ GLOBAL) | Other Service Provider | $1,887,000 | — | $1,887,000 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $1,456,000 | — | $1,456,000 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $1,425,000 | — | $1,425,000 |
| BLACKROCK FINANCIAL MANAGEMENT INC. | Other Service Provider | $666,000 | — | $666,000 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $571,000 | — | $571,000 |
| FMR LLC | Recordkeeper | $536,000 | — | $536,000 |
| MORGAN STANLEY AML | Recordkeeper | $480,000 | — | $480,000 |
| SILCHESTER INTERNATIONAL | Other Service Provider | $476,000 | — | $476,000 |
| ARTISAN PARTNERS, LP | Other Service Provider | $330,000 | — | $330,000 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $285,000 | — | $285,000 |
| MARATHON INTERNATIONAL | Other Service Provider | $257,000 | — | $257,000 |
| BAILLIE GIFFORD OVERSEAS LTD. | Other Service Provider | $222,000 | — | $222,000 |
| POLEN CAPITAL MANAGEMENT | Other Service Provider | $185,000 | — | $185,000 |
| NEUBERGER BERMAN FIXED INCOME LLC | Other Service Provider | $168,000 | — | $168,000 |
| HIGHCLERE INTL SMID | Other Service Provider | $139,000 | — | $139,000 |
| DODGE AND COX | Other Service Provider | $103,000 | — | $103,000 |
| DIMENSIONAL FUND ADVISORS LP | Other Service Provider | $63,000 | — | $63,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- FMR LLC — Recordkeeper
- MORGAN STANLEY AML — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,249,000
- Estimated Expense Ratio: 0.079% 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 | $9,250,000 | $9,250,000 | — | — | — |
| 2023 | $8,923,000 | $8,923,000 | — | — | — |
| 2022 | $9,038,000 | $9,038,000 | — | — | — |