At&T Puerto Rico Retirement Savings Plan
Sponsored by At&T Inc. · EIN 431301883 · Plan #011
- Total assets
- $99.9M
- Net assets
- $99.9M
- Active participants
- 171
- With balances
- 887
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
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) | $68,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $27,000 |