401(k) Retirement Plan · Active
AT&T PUERTO RICO RETIREMENT SAVINGS PLAN
AT&T INC.·EIN 431301883
P.O. BOX 132160 · DALLAS, TX 753132160
Plan year
2024
Plan #
011
Industry
Filing ACK
202510081646…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$99.9M
$112,628 per participant
Active participants
915
19.1% participation
Participation rate
19.1%
7th percentile
Annual return
13.79%
43rd percentile
Admin expense
0.51%
% 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$50M-$100M, Participants100-249, Snapshot2024
- Participant contribution$2,4270th pctile
- Employer contribution$1,66711th pctile
- Participation rate19.1%7th pctile
- Assets per participant$112,62811th pctile
- Expense efficiency$55639th pctile
- Annual return13.79%43rd pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
+$3.09M
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.0%
Peer average
1.0%
In line with peersPeer marker at 1.0%
Section 04
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES, INC. Service code 27 | Advisory (Plan) | $68,000 |
FIDELITY INVESTMENTS INSTITUTIONAL Service code 27 | Advisory (Plan) | $31,018 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes2E2F2G2I2R2S2T3C3F3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2I2R2S2T3C3F3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2IStock bonusStock bonus plan.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$285,000
Participant total$415,000
Employer / P$1,667
Participant / P$2,427
Expenses
Admin expenses$95,000
Per participant$555.56
% of assets0.10%
Fidelity bond
Coverage amount$1,000,000
% of assets1.00%Below ERISA §412 10% minimum
Section 06
Other plans under this sponsor
Same EIN ·431301883