Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedDelayed DiscoveryIdentity (basic)Government IDFinancial accountMediumContained

AT Retirement Services, LLC

bd_f2051b7bd972ff66 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Aug 13, 2024

Filed

Nov 13, 2025

To disclose

—

Affected

607state residents only

Linked

3 filings

Confidence

66%

Full breach record for AT Retirement Services, LLC →

AT Retirement Services, LLC and American Trust Company notified the Maryland Attorney General of a data event affecting 607 Maryland residents. Unauthorized access to email occurred between August 8 and August 13, 2024, involving the copying of emails containing names, Social Security numbers, and financial account data. American Trust provided credit monitoring and notified residents on January 2, 2025.

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Incident timeline

undetected · 5 days

Aug 8, 2024

Begins

Aug 13, 2024

Discovered

Nov 13, 2025

Filed

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

New Hampshire State AGbd_5fe1d08bc82edfe92025-01-02 · +315dVerified
Montana State AGbd_8165e7e3d5d57fc72025-01-02 · +315dCandidate

Name: Mullen Coughlin LLC
norm: mullen coughlin

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: —
Notification sent: Jan 2, 2025
Affected individuals: 607state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing Link
Threat actor: External
Regulator citations: Notified Maryland Attorney General
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
Implemented additional safeguards and training to its employees
Provided access to credit monitoring services for twelve (12) months, 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: Reviewing and enhancing existing policies and procedures
Source: Quoted from the filing itself, not independently verified.

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 ↗

New Hampshire State AGJan 2 · first

Montana State AGJan 2 · first

Maryland State AG+315d · this page

Pattern: first filing Jan 2 (NH), 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://oag.maryland.gov/resources-info/SBN%20Documents/2025/ITU-376114.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Nov 13, 2025
Raw hash: 4b7b0af834a68ec6bc250fb5e866f51fba37ffe827ea30ba5e517816eebb6268

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityMullen Coughlin 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 provenanceoag.maryland.gov