AT&T
other8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2861 of mapped providers
Assets under administration$8.2B0.0%Market share · rank #1410
Fees received$283,954Median $67,092/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AT&T plan look like?
Service mix · median fees per plan
Count of plans where AT&T ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the planCode 14 | 2 | $52,500 | |
Direct payment from the plan; Other servicesCode 49 | 1 | $10,771 | |
Other fees; Direct payment from the planCode 50 | 1 | $32,183 |
Competitor overlap
Percent of AT&T's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AT&T.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.9B |
Plans lost in 2024
Appeared last year under AT&T; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $32,183 | 1y | - |
BELLSOUTH, LLCTX · 581533433-004 | $2.5B | 15,110 | $102,000 | 10y | - |
AT&T INC.TX · 431301883-004 | $2.3B | 27,558 | $139,000 | 10y | - |
HAJOCA CORPORATIONPA · 232203401-002 | $483M | 7,828 | $10,771 | 4y | - |
Flag exposure
75.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into AT&T.
- ALVAREZ & MARSHAL VALUATION SRVCS
- AT & T MOBILITY
- AT&T
- AT&T CORP
- AT&T INC.
- AT&T MOBILE
- AT&T MOBILITY
- AT&T SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AT&T's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AT&T. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on AT&T's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| CEM Benchmarking Inc. | 2 | 50.0% |
| Financial Engines Advisors LLC | 2 | 50.0% |
| Adeptis Partners, LLC | 1 | 25.0% |
| AGH Wealth Advisors | 1 | 25.0% |
| Angeles Investment Advisors LLC | 1 | 25.0% |
| Aon | 1 | 25.0% |
| Artisan Funds | 1 | 25.0% |
| Constitution Capital | 1 | 25.0% |
| Earnest Partners | 1 | 25.0% |
| Financial Management Network Inc | 1 | 25.0% |