PlanOptica
Retirement plan

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN

AT&T INC.EIN 43-1301883Plan #016PY 2020
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P.O. BOX 132160 - DALLAS, TX 753132160210-351-3333att.comLinkedIn10001+ employeestelecommunications
Other plans on this EIN
4 filings
#009Retirement-$51.35B assets#004Retirement-$2.46B assets#011Retirement-$132.8M assets#007Retirement-$38.3M assets
Prospect flagsLow participation

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(210) 351-3333
Plan administrator signer
PAUL W. STEPHENS
Signed 10/07/2021
Plan administrator entity
AT&T SERVICES, INC.
EIN 742782655
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Summary metrics

Total assets (EOY)
$44.1M
-12.2% from 2021
Total participants
663
+10.7% from 2021
Average account balance
$115,851
-14.9% from 2021
Annual return
26.24%
+11.62 pp from 2021

Benchmarks

See 523 peers
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants250-999
Cohort523 peers
Snapshot2020
Participant deferral / active EE
$4,809
median $6,217
Employer contribution / active EE
$0
median $1,864
Participation rate
49.3%
median 88.1%
Avg account balance
$115,851
median $63,009
Admin fee / account holder
$53
median $100
Annual return
26.24%
median 18.74%
Overall peer rank
54th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation
ProviderService typeCompensation
STRATEGIC ADVISORS INC.1+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$17,599
FIDELITY INVESTMENTS INSTITUTIONAL1+ years
Service code 37 · EIN 04-2647786
Loan Processing
$2,550

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 codes2F2G2J2T3F3D3H
Plan features
  • 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.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
  • 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

1 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II
Admin total
$20K
$36 / participant
  • Investment mgmt$20K100.0%
% of EOY assets
0.046%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
PENSION ASSURANCE LLP
Auditor EIN
300840934
Audit fees
(not subdivided)
Opinion code
Disclaimer