PlanOptica
Retirement plan

AT&T PUERTO RICO RETIREMENT SAVINGS PLAN

AT&T INC.EIN 43-1301883Plan #011PY 2023
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P.O. BOX 132160 - DALLAS, TX 753132160210-351-3333att.comLinkedIn10001+ employeestelecommunications
Other plans on this EIN
4 filings
#009Retirement-$40.01B assets#017Retirement-$30.02B assets#004Retirement-$2.06B assets#007Retirement-$20.4M assets
Prospect flagsLow returnsLow participant contributionWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(210) 351-3333
Plan administrator signer
INGRID BERNER
Signed 10/09/2024
Plan administrator entity
AT&T SERVICES, INC.
EIN 742782655
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Summary metrics

Total assets (EOY)
$96.8M
-13.2% from 2016
Total participants
1,016
-11.5% from 2016
Average account balance
$98,087
-2.2% from 2016
Annual return
15.41%
-10.20 pp from 2016

Benchmarks

See 1,031 peers
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants100-249
Cohort1,031 peers
Snapshot2023
Participant deferral / active EE
$3,108
median $6,832
Employer contribution / active EE
$2,057
median $2,329
Participation rate
83.5%
median 85.4%
Avg account balance
$98,087
median $55,689
Admin fee / account holder
$102
median $192
Annual return
15.41%
median 20.39%
Overall peer rank
44th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$99.90M
Average account balance
Total assets / participants with a balance (line 6g)
$113K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
887
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
83.6%
Contributions (total)
Employer and participant dollars contributed each year
$700K
Contributions per participant
Average employer and participant contribution per enrolled participant
$4K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.79%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$107
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 2 by compensation
ProviderService typeCompensation
FINANCIAL ENGINES, INC.9+ years
Service code 27 · EIN 77-0473565
Advisory (Plan)
$61,000
FIDELITY INVESTMENTS INSTITUTIONAL9+ years
Service code 27 · EIN 04-2647786
Advisory (Plan)
$46,322

Top hat statement on fileNQDC

Filed July 29, 2006 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2I2R2S2T3C3F3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$101K
$574 / participant
  • Recordkeeping$18K17.8%
  • Investment mgmt$83K82.2%
% of EOY assets
0.104%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
FORVIS MAZARS, LLP
Auditor EIN
440160260
Audit fees
(not subdivided)
Opinion code
Unqualified