At&T Savings And Security Plan
Sponsored by At&T Inc. · EIN 431301883 · Plan #004
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 23,855
- With balances
- 11,380
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines, Inc. | Investment advisory (plan), Investment management fees (direct) | $836,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $677,000 |
| At&T Inc. | Plan administrator, Direct payment from the plan | $126,000 |
| Goldman Sachs Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $114,000 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $97,000 |
| Newport Trust Company | Investment management, Named fiduciary, Direct payment from the plan | $60,000 |
| Cem Benchmarking | Consulting (general), Direct payment from the plan | $27,000 |
| Blackrock Financial Management Inc. | Trustee (institutional), Trustee (discretionary), Investment management | $22,000 |
| Pwc Us Tax Llp | Consulting (general), Direct payment from the plan | $21,000 |
| At&T Services | Plan administrator, Direct payment from the plan | $13,000 |
| Fleishman Hillard Inc | Participant communication, Direct payment from the plan | $9,000 |
| Optavise Llc | Consulting (general), Direct payment from the plan | $8,000 |