# Bellsouth, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bellsouth-llc-401k-plan

> Bellsouth, LLC's 401(k) plan: 11,259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bellsouth, LLC

- **Sponsor EIN:** 581533433

- **Sponsor Address:** P.O. BOX 132160, DALLAS, TX, 753132160

- **Plan Type:** 401(k)

- **Total Participants:** 11,259

- **Total Assets:** $2.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11,259|$2.5B|$13.8M|$53.5M|

| 2023|11,993|$2.3B|$14.5M|$56.9M|

| 2022|12,776|$2.1B|$15.9M|$60.3M|

## 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|

| FINANCIAL ENGINES, INC.|NONE|$417,000|—|$417,000|

| BLACKROCK FINANCIAL MANAGEMENT INC.|NONE|$371,000|—|$371,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$162,000|$55,496|$217,496|

| AT&T INC.|PLAN SPONSOR|$92,000|—|$92,000|

| THE BANK OF NEW YORK MELLON|TRUSTEE|$65,000|—|$65,000|

| NEWPORT TRUST COMPANY|NONE|$24,000|—|$24,000|

| NORTHERN TRUST COMPANY|NONE|$19,000|—|$19,000|

| CEM BENCHMARKING|NONE|$18,000|—|$18,000|

| PWC US TAX LLP|NONE|$16,000|—|$16,000|

| FLEISHMAN HILLARD INC|NONE|$11,000|—|$11,000|

| AT&T SERVICES|PLAN SPONSOR|$10,000|—|$10,000|

| OPTAVISE LLC|NONE|$8,000|—|$8,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,268,496

- **Estimated Expense Ratio:** 0.050% 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|$1,219,000|$1,099,000|—|—|—|

| 2023|$1,218,000|$982,000|—|—|—|

| 2022|$1,285,000|$362,000|$460,000|—|$379,000|

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