# Broadridge Financial Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/broadridge-financial-solutions-inc-401k-plan

> Broadridge Financial Solutions, INC.'s 401(k) plan: 6,802 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broadridge Financial Solutions, INC.

- **Sponsor EIN:** 331151291

- **Sponsor Address:** 2 GATEWAY CENTER, NEWARK, NJ, 07102

- **Plan Type:** 401(k)

- **Total Participants:** 6,802

- **Total Assets:** $1.9B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,802|$1.9B|$49.7M|$75.1M|

| 2023|6,935|$1.7B|$47.9M|$74.8M|

| 2022|7,085|$1.4B|$49.1M|$71.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COHNREZNICK|Auditor|$38,850|—|$38,850|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,850

- **Estimated Expense Ratio:** 0.002% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$570,336|—|$1,500|$38,850|—|

| 2023|$113,490|$79,832|—|—|—|

| 2022|$570,032|—|—|—|—|

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