401(k) Retirement Plan · Active
AT&T PUERTO RICO PENSION BENEFIT PLAN
AT&T INC.·EIN 431301883
P.O. BOX 132160 · DALLAS, TX 753132160
Plan year
2024
Plan #
007
Industry
Filing ACK
202510081645…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$20.7M
$0 per participant
Active participants
553
4.4% participation
Participation rate
4.4%
46th percentile
Annual return
-1.85%
0th percentile
Admin expense
0.00%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry51, Assets$10M-$50M, Participants<25, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$137,23850th pctile
- Participation rate4.4%46th pctile
- Assets per participant$00th pctile
- Expense efficiency$079th pctile
- Annual return-1.85%0th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Fee trend vs peer
Less than 3 years of fee history available (0 on file)
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
+$295.0K
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Asset allocation
No Schedule H allocation amounts on this filing
Cash drag vs peers
Plan cash
0.0%
Peer average
5.3%
In line with peersPeer marker at 5.3%
Section 04
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes1A1C3H3J
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A1C3H3J
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 3JU.S.-based Puerto Rico dual-qualified planU.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.
Contributions
Employer total$2,882,000
Participant total$0
Employer / P$137,238
Participant / P$0
Expenses
Admin expenses$0
Per participant$0.00
% of assets0.00%
Fidelity bond
Coverage amount$1,000,000
% of assets4.84%Below ERISA §412 10% minimum
Section 06
Other plans under this sponsor
Same EIN ·431301883