Plan Snapshot
- Plan Sponsor: Fiserv Solutions, LLC.
- Sponsor EIN: 391833695
- Sponsor Address: 600 N. VEL R. PHILLIPS AVENUE, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Total Participants: 22,809
- Total Assets: $5.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 22,809 | $5.1B | $70.3M | $227.7M |
| 2023 | 26,372 | $4.8B | $68.8M | $216.7M |
| 2022 | 25,280 | $4.3B | $69.8M | $216.1M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,464,863 | $239,869 | — | — | — |
| 2023 | $1,680,238 | $367,596 | — | — | — |
| 2022 | $1,914,075 | — | — | — | — |