Bellsouth Savings And Security Plan
Sponsored by Bellsouth, Llc · EIN 581533433 · Plan #004
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 11,259
- With balances
- 11,243
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 |
| 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) | $417,000 |
| Blackrock Financial Management Inc. | Trustee (institutional), Trustee (discretionary), Investment management | $371,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $162,000 |
| At&T Inc. | Plan administrator, Direct payment from the plan | $92,000 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $65,000 |
| Newport Trust Company | Investment management, Named fiduciary, Direct payment from the plan | $24,000 |
| Northern Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $19,000 |
| Cem Benchmarking | Consulting (general), Direct payment from the plan | $18,000 |
| Pwc Us Tax Llp | Consulting (general), Direct payment from the plan | $16,000 |
| Fleishman Hillard Inc | Participant communication, Direct payment from the plan | $11,000 |
| At&T Services | Plan administrator, Direct payment from the plan | $10,000 |
| Optavise Llc | Consulting (general), Direct payment from the plan | $8,000 |