Plan Snapshot
- Plan Sponsor: At&T INC.
- Sponsor EIN: 431301883
- Sponsor Address: P.O. BOX 132160, DALLAS, TX, 753132160
- Plan Type: Health & Welfare
- Plan Number: 600
- Total Participants: 0
- Total Assets: $739.5M
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 | $739.5M | $40.7M | $76.2M |
| 2023 | 0 | $1.4B | $278.7M | $24.7M |
| 2022 | 0 | $2.2B | $271.5M | $38.6M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $2,512,000 | — | $2,512,000 |
| AT&T INC. | Other Service Provider | $1,528,000 | — | $1,528,000 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $726,000 | — | $726,000 |
| BANK OF NEW YORK MELLON | Other Service Provider | $494,000 | — | $494,000 |
| FMR LLC | Other Service Provider | $445,000 | — | $445,000 |
| FORVIS MAZARS, LLP | Other Service Provider | $334,000 | — | $334,000 |
| ALLSUP INC | Other Service Provider | $189,000 | — | $189,000 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $64,000 | — | $64,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $49,000 | — | $49,000 |
| BLACKROCK FINANCIAL MANAGEMENT INC. | Other Service Provider | $39,000 | — | $39,000 |
| AON CONSULTING INC. | Recordkeeper | $30,000 | — | $30,000 |
| CVS PHARMACY INC | Other Service Provider | $23,000 | — | $23,000 |
| NORTHERN TRUST COMPANY | Other Service Provider | $22,000 | — | $22,000 |
| CORPORATION SERVICE COMPANY | Other Service Provider | $13,000 | — | $13,000 |
| ANDERSEN TAX HOLDINGS LLC | Other Service Provider | $6,000 | — | $6,000 |
| AT&T SERVICES INC. | Other Service Provider | $5,000 | — | $5,000 |
| FROST BANK | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- AON CONSULTING INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,484,000
- Estimated Expense Ratio: 0.877% 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 | $4,648,000 | $114,000 | $1,924,000 | $334,000 | — |
| 2023 | $11,421,000 | $283,000 | $7,971,000 | $358,000 | — |
| 2022 | $13,553,000 | $2,358,000 | $6,381,000 | — | $1,224,000 |