Ingrid Berner signed Bellsouth, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bellsouth, LLC's EIN is 58-1533433.
Download the official 2024 Form 5500 (PDF) for Bellsouth, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bellsouth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $520.1M | 20.6% | |
| AT&T SAVINGS GROUP INVESTMENT TRUST AT&T INC. · EIN 43-1301883 / PN 021 | Master Trust | — | — | $519.4M | 20.5% | |
| BLACKROCK RUSSELL 1000 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3330725 / PN 001 | Common Collective Trust | — | $5.5B | $436.4M | 17.3% | |
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | $2.7B | $331.3M | 13.1% | |
| LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | $5.1B | $193.5M | 7.7% | |
| s * AT&T INC 8,459,028 SHARES | Common Stocks | — | $8.5B | $192.6M | 7.6% | |
| LIFEPATH INDEX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 20-5114956 / PN 001 | Common Collective Trust | — | $5.7B | $184.4M | 7.3% | |
| LIFEPATH INDEX RETIREMENT FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | $6.6B | $176.4M | 7.0% | |
| LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 71-0986424 / PN 001 | Common Collective Trust | — | $3.9B | $126.5M | 5.0% | |
| EXTENDED EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3270116 / PN 001 | Common Collective Trust | — | $746.5M | $90.9M | 3.6% | |
| MSCI ACWI EX-US INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 83-0377925 / PN 001 | Common Collective Trust | — | $2.4B | $83.6M | 3.3% | |
| LIFEPATH INDEX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | $2.2B | $79.8M | 3.2% | |
| Notes Receivable from Participants 4.25% - 10.50% | Bonds / Notes | — | — | $50.7M | 2.0% | |
| US EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3219149 / PN 001 | Common Collective Trust | — | $215.7M | $47.9M | 1.9% | |
| LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | $314.4M | $9.8M | 0.4% | |
| DREYFUS GOVT CAS MGMT INST 289 2,287,843 UNITS | Mutual Funds | — | $2.3B | $2.3M | <0.1% | |
| LIFEPATH 2065 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 84-1770109 / PN 001 | Common Collective Trust | — | $81.1M | $1.4M | <0.1% | |
| LIFEPATH INDEX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 27-2470604 / PN 001 | Common Collective Trust | — | $26.8M | $1.1M | <0.1% | |
| LIFEPATH 2060 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $710K | <0.1% | |
| S&P 500 INDEX-DC-NON LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2025 FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 20-5114920 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLACKROCK FINANCIAL MANAGEMENT INC. |
| 94-3112180 |
| — |
| NONE |
| $371K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING | 98-0180257 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | 77-0473565 | — | NONE | $417K | — |
| AT&T INC. | 43-1301883 | — | PLAN SPONSOR | $92K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $24K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $19K | — |
| PWC US TAX LLP | 92-0460586 | — | NONE | $16K | — |
| FLEISHMAN HILLARD INC | 43-1791685 | — | NONE | $11K | — |
| AT&T SERVICES | 74-2782655 | — | PLAN SPONSOR | $10K | — |
| OPTAVISE LLC | 02-0677999 | — | NONE | $8K | — |
