Telephone and Data Systems 401(k) match, vesting and fees

Plan year 2024 filingTelephone and Data Systems, Inc. Tax-Deferred Savings Plan · Plan 003 · EIN 36-2669023Updated Oct 2026

What Telephone and Data Systems' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $26.8M in employer contributions, about $1,887 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$125,256
Average account balance
14,525
Participants (end of year)
$1.8B
Plan assets (end of year)
0.11%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAon ConsultingSchedule C ↗
Independent auditorBdo Usa,p.C. (unmodified opinion)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 37 defined-contribution plans in information with 10,000 to 49,999 participants.

Telephone and Data Systems: employer contribution per participant$1,887
Peer median$3,276
Telephone and Data Systems: average balance$125,256
Peer median$162,288
Telephone and Data Systems: admin expenses ÷ assets0.11%
Peer median0.05%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $1.6B at the end of plan year 2023 to $1.8B at the end of plan year 2024.

$1.6B2023$1.8B2024
End-of-year figures from each plan year's Form 5500 filing for the Telephone and Data Systems plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202414,525$1.8B$26.8M$1,8870.11%Not publishedForm 5500 ↗
202315,053$1.6B$28.6M$1,9130.11%Not publishedForm 5500 ↗

Other Telephone and Data Systems plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Telephone and Data Systems, Inc. Pension Plan

Plan 008 · EIN 36-2669023 · plan year 2024 filing
$65,884
Average account balance
8,192
Participants (end of year)
$509M
Plan assets (end of year)
0.10%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAon ConsultingSchedule C ↗
Independent auditorBdo Usa,p.C. (unmodified opinion)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Common questions

Does Telephone and Data Systems match 401(k) contributions?

The match terms for the Telephone and Data Systems, Inc. Tax-Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $26.8M in employer contributions, about $1,887 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Telephone and Data Systems 401(k) match vested?

The vesting schedule for the Telephone and Data Systems, Inc. Tax-Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Telephone and Data Systems 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Aon Consulting. The plan administrator is Telephone and Data Systems, Inc..

I left Telephone and Data Systems. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Telephone and Data Systems, Inc., (608) 664-8300) or the recordkeeper, Aon Consulting. The Telephone and Data Systems old 401(k) page lists the contacts from every plan filing. Find an old Telephone and Data Systems 401(k)

Data from the public Form 5500 annual reports Telephone and Data Systems filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Telephone and Data Systems. Not financial advice. Report a correction · Methodology