Employers › AT&T › plan 004
Recordkeeping fees per participant · AT&T Savings and Security Plan · plan year 2024
$29.79
Higher than 41% of the 790 plans over $1B that report it.
= $339,000 / 11,380
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008164728NAL0009795232001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008164728NAL0009795232001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$52.72
Higher than 62% of the 1,045 plans over $1B that report it.
= $600,000 / 11,380
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008164728NAL0009795232001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008164728NAL0009795232001, received 2025-10-08
Administrative expenses per participant
$177.07
Higher than 90% of the 1,076 plans over $1B that report it.
= $2,015,000 / 11,380
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008164728NAL0009795232001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008164728NAL0009795232001, received 2025-10-08
Administrative expenses as a share of assets
0.089%
Higher than 83% of the 1,076 plans over $1B that report it.
= $2,015,000 / $2,265,607,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008164728NAL0009795232001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008164728NAL0009795232001, received 2025-10-08
Employer contributions per participant
$1,916
Higher than 16% of the 1,135 plans over $1B that report it.
= $21,801,000 / 11,380
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008164728NAL0009795232001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008164728NAL0009795232001, received 2025-10-08
Employer share of total contributions
27.4%
Higher than 31% of the 1,135 plans over $1B that report it.
= $21,801,000 / $79,427,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008164728NAL0009795232001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008164728NAL0009795232001, received 2025-10-08
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008164728NAL0009795232001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AT&T INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Plan name | AT&T SAVINGS AND SECURITY PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Sponsor EIN / plan number | 43-1301883 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Industry (business code) | 517000, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Participants, beginning of year | 29,262 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Active participants | 23,855 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Participants, end of year | 27,558 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Participants with an account balance | 11,380 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total assets, beginning of year | $2,062,438,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total assets, end of year | $2,265,607,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Net assets, end of year | $2,264,210,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total income | $430,183,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Net income | $202,538,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Employer contributions | $21,801,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Participant contributions | $48,825,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $8,801,000 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total contributions | $79,427,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Benefit payments | $225,630,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $227,645,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Total administrative expenses | $2,015,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Recordkeeping fees | $339,000 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Investment advisory and management fees | $1,415,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Administrative expenses excluding investment management | $600,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Held in common/collective trusts | $1,618,280,000 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Held in mutual funds | $8,873,000 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008164728NAL0009795232001, received 2025-10-08 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008164728NAL0009795232001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008164728NAL0009795232001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | NONE | 27 Investment advisory (plan); 51 Investment management fees paid directly by plan | $836,000 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | NONE | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $677,000 | yes |
| AT&T INC. | PLAN SPONSOR | 14 Plan administrator; 50 Direct payment from the plan | $126,000 | no |
| GOLDMAN SACHS ASSET MANAGEMENT | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $114,000 | no |
| THE BANK OF NEW YORK MELLON | TRUSTEE | 21 Trustee (bank, trust company or similar); 50 Direct payment from the plan | $97,000 | no |
| NEWPORT TRUST COMPANY | NONE | 28 Investment management; 31 Named fiduciary; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $60,000 | no |
| CEM BENCHMARKING | NONE | 16 Consulting (general); 50 Direct payment from the plan | $27,000 | no |
| BLACKROCK FINANCIAL MANAGEMENT INC. | NONE | 21 Trustee (bank, trust company or similar); 24 Trustee (discretionary); 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $22,000 | yes |
| PWC US TAX LLP | NONE | 16 Consulting (general); 50 Direct payment from the plan | $21,000 | no |
| AT&T SERVICES | PLAN SPONSOR | 14 Plan administrator; 50 Direct payment from the plan | $13,000 | no |
| FLEISHMAN HILLARD INC | NONE | 38 Participant communication; 50 Direct payment from the plan | $9,000 | no |
| OPTAVISE LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $8,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008164728NAL0009795232001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,062,438,000 | $2,265,607,000 | 9.9% |
| Participants with a balance | 12,137 | 11,380 | -6.2% |
| Administrative expenses | $1,390,000 | $2,015,000 | 45.0% |
| Recordkeeping fees per participant | $13.59 | $29.79 | 119.1% |
| Employer contributions | $22,949,000 | $21,801,000 | -5.0% |
Prior filing 20241009164710NAL0010853747001, received 2024-10-09; the plan years are contiguous.