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: 022
- Total Participants: 0
- Total Assets: $42.6B
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 | $42.6B | $0 | $0 |
| 2023 | 0 | $39.5B | $0 | $0 |
| 2022 | 0 | $37.1B | $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 |
|---|---|---|---|---|
| AT&T INC. | Other Service Provider | $1,535,000 | — | $1,535,000 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $1,086,000 | — | $1,086,000 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $890,000 | — | $890,000 |
| NEWPORT TRUST COMPANY | Other Service Provider | $440,000 | — | $440,000 |
| ORIENTAL BANK & TRUST | Custodian / Trustee | $206,000 | — | $206,000 |
| AT&T SERVICES, INC. | Other Service Provider | $154,000 | — | $154,000 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $131,000 | — | $131,000 |
| OPTAVISE, LLC | Other Service Provider | $115,000 | — | $115,000 |
| FLEISHMAN-HILLARD, INC. | Other Service Provider | $83,000 | — | $83,000 |
| PWC US TAX LLP | Other Service Provider | $81,000 | — | $81,000 |
| CEM BENCHMARKING | Other Service Provider | $32,000 | — | $32,000 |
| NOVA MARKETING SERVICES, INC. | Other Service Provider | $31,000 | — | $31,000 |
| EVESTMENT ALLIANCE | Other Service Provider | $18,000 | — | $18,000 |
| CIEBA | Other Service Provider | $9,000 | — | $9,000 |
| ANDERSEN TAX LLC | Other Service Provider | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,819,000
- Estimated Expense Ratio: 0.011% 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 | $4,820,000 | $1,330,000 | — | — | — |
| 2023 | $4,734,000 | $1,263,000 | — | — | — |
| 2022 | $5,205,000 | $1,846,000 | — | — | $1,771,000 |