At&T INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: At&T INC.
  • Sponsor EIN: 431301883
  • Sponsor Address: PO BOX 132160, DALLAS, TX, 753132160
  • Plan Type: 401(k)
  • Plan Number: 603
  • Total Participants: 96,840
  • Total Assets: $479.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202496,840$479.6M$1.5B$488.6M
2023104,823$598.7M$1.8B$472.9M
2022135,154$424.0M$2.4B$578.3M

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
BLUE CROSS BLUE SHIELDOther Service Provider$40,491,000$67$40,491,067
ALIGHT SOLUTIONS LLCRecordkeeper$31,908,000—$31,908,000
SEDGWICK CLAIMS MANAGEMENT SERVICEOther Service Provider$11,804,000—$11,804,000
AETNA LIFE INSURANCE COMPANYOther Service Provider$5,893,000—$5,893,000
CVS PHARMACY INC.Other Service Provider$4,435,000—$4,435,000
CIGNA HEALTH AND LIFE INSURANCE CO.Other Service Provider$2,095,000—$2,095,000
UNITEDHEALTHCARE SERVICES INC.Other Service Provider$1,588,000—$1,588,000
AON CONSULTING INC.Recordkeeper$754,000—$754,000
CENTIVO T HOLDINGS LLCOther Service Provider$568,000—$568,000
ALLSUP INC.Other Service Provider$263,000—$263,000
PROGYNY INCOther Service Provider$261,000—$261,000
FORVIS MAZARS, LLPOther Service Provider$239,000—$239,000
EYEMED VISIONOther Service Provider$191,000—$191,000
FLEISHMAN-HILLARD INC.Other Service Provider$114,000—$114,000
PWC LLPAuditor$88,000—$88,000
FROST BANKOther Service Provider$87,000—$87,000
FIRST AMERICAN ADMINISTRATORS INC.Other Service Provider$68,000—$68,000
NOVA MARKETING SERVICES INCOther Service Provider$29,000—$29,000
BANK OF NEW YORK MELLONOther Service Provider$18,000—$18,000
EDH HOLDINGS LLCOther Service Provider$8,000—$8,000
OPTAVISE LLCOther Service Provider$6,000—$6,000

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $100,908,067
  • Estimated Expense Ratio: 21.041% 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$100,618,000$1,000$100,268,000$239,000—
2023$104,216,000—$103,870,000$216,000—
2022$138,358,000—$136,331,000—$1,912,000

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