Plan Snapshot
- Plan Sponsor: Telephone And Data Systems, INC.
- Sponsor EIN: 362669023
- Sponsor Address: 525 JUNCTION ROAD, MADISON, WI, 53717
- Plan Type: 401(k)
- Total Participants: 8,123
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8,123 | $1.8B | $26.8M | $71.5M |
| 2023 | 8,892 | $1.6B | $28.6M | $74.4M |
| 2022 | 9,408 | $1.4B | $27.9M | $71.8M |
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 |
|---|---|---|---|---|
| BDO USA,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,950,621 | $42,073 | $21,888 | — | — |
| 2023 | $1,602,173 | $30,351 | — | — | — |
| 2022 | $1,510,530 | $40,994 | $1,469,536 | — | — |