Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsData ExfiltratedCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

AT Retirement Services, LLC

bd_5fe1d08bc82edfe9 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Aug 13, 2024

Filed

Jan 2, 2025

To disclose

20 weeks

Affected

63state residents only

Linked

3 filings

Confidence

65%

Full breach record for AT Retirement Services, LLC →

AT American Trust Retirement Services, LLC reported that between August 8 and August 13, 2024, unauthorized parties accessed and copied emails containing personal information of approximately 63 New Hampshire residents. The incident was discovered on August 13, 2024. Affected data included names, addresses, SSNs, driver's license numbers, financial account numbers, and dates of birth. The company provided credit monitoring services and notified state regulators.

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Incident timeline

undetected · 5 days

discovery → filing · 20 weeks / 142 days

Aug 8, 2024

Begins

Aug 13, 2024

Discovered

Dec 5, 2024

Scope determined

Jan 2, 2025

Filed

vs. sector median

+11 wks slower

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Montana State AGbd_8165e7e3d5d57fc72025-01-02Candidate
Maryland State AGbd_f2051b7bd972ff662025-11-13 · +315dVerified

Name: AT Retirement Services, LLC
norm: at retirement

Name: AT Retirement Services, LLC
norm: at retirement
Industry: Financial Servicesllm

Discovered: Aug 13, 2024
Breach occurred: Aug 8, 2024 – Aug 13, 2024
Undetected for: 5 daysoccurrence → discovery
Materiality determined: Dec 5, 2024
Notification sent: Dec 31, 2024
Affected individuals: 63state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Provided written notice of this event to relevant state regulators
Initial access: phishing_link

During the incident: Moved quickly to investigate and respond to the event
Assessed the security of American Trust systems
Identified potentially affected individuals
Took steps to secure the email tenant
Provided access to credit monitoring services through Experian IdentityWorks
Provided impacted individuals with guidance on how to better protect against identity theft and fraud
Provided written notice of this event to relevant state regulators
Changes made: Implementing additional safeguards and training to its employees
Reviewing and enhancing existing policies and procedures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 20 weeks(142 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Montana State AGJan 2 · first

New Hampshire State AGJan 2 · first · this page

Maryland State AG+315d

Pattern: first filing Jan 2 (MT), last Nov 13 (MD) — a 315-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://mm.nh.gov/files/uploads/doj/remote-docs/at-american-trust-retirement-20250102.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jan 2, 2025
Raw hash: c50e33603eccd12ac3df4021894f6dc817c4b0d8b3f069d914d45d00d5e4daad

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityAT Retirement Services, LLC

Victim entityAT Retirement Services, LLC

Incidentdiscovered Aug 13, 2024

Stated responseMoved quickly to investigate and respond to the event

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov