Plan Snapshot
- Plan Sponsor: T-Mobile Usa, INC.
- Sponsor EIN: 911983600
- Sponsor Address: 12920 SOUTHEAST 38TH STREET, BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 69,015
- Total Assets: $9.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 69,015 | $9.1B | $167.4M | $379.9M |
| 2023 | 66,624 | $8.3B | $181.0M | $408.6M |
| 2022 | 71,538 | $7.3B | $190.9M | $425.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,831,894 | — | $1,831,894 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $217,212 | — | $217,212 |
| CLARK NUBER | ACCOUNTANT/AUDITOR | $123,000 | — | $123,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERCER INVESTMENTS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,172,106
- Estimated Expense Ratio: 0.024% 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 | $2,175,543 | $1,829 | $22,800 | $60,500 | — |
| 2023 | $2,324,248 | — | — | — | — |
| 2022 | $3,319,603 | $26,828 | — | — | — |