Plan Snapshot
- Plan Sponsor: Pfizer INC
- Sponsor EIN: 363146075
- Sponsor Address: 66 HUDSON BOULEVARD EAST, NEW YORK, NY, 100012192
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $9.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $9.8B | $0 | $0 |
| 2023 | 0 | $10.8B | $0 | $0 |
| 2022 | 0 | $10.8B | $0 | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Custodian / Trustee | $2,556,145 | — | $2,556,145 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $1,874,759 | — | $1,874,759 |
| PFIZER INC. | Other Service Provider | $1,494,217 | — | $1,494,217 |
| MERCER | Actuary | $1,373,807 | — | $1,373,807 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $1,306,624 | — | $1,306,624 |
| TCW ASSET MANAGEMENT CO. | Other Service Provider | $1,076,530 | — | $1,076,530 |
| DODGE & COX | Other Service Provider | $1,038,238 | — | $1,038,238 |
| BLACKROCK FINANCIAL MANAGEMENT INC. | Other Service Provider | $982,598 | — | $982,598 |
| NEUBERGER BERMAN | Other Service Provider | $826,037 | — | $826,037 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $757,091 | — | $757,091 |
| ARTISAN PARTNERS LP | Other Service Provider | $744,545 | — | $744,545 |
| INCOME RESEARCH & MGMT. INC | Other Service Provider | $689,247 | — | $689,247 |
| METROPOLITAN LIFE INSURANCE CO | Other Service Provider | $651,659 | — | $651,659 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $619,866 | — | $619,866 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $619,146 | — | $619,146 |
| LONGVIEW PARTNERS LLP | Other Service Provider | $602,218 | — | $602,218 |
| DOUBLELINE CAPITAL LP | Other Service Provider | $590,538 | — | $590,538 |
| WASATCH GLOBAL INVESTORS | Other Service Provider | $520,651 | — | $520,651 |
| RUSSELL IMPLEMENTATION SERVICES | Investment Advisor | $476,330 | — | $476,330 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $376,107 | — | $376,107 |
| MONDRIAN INVESTMENT PARTNERS (US) I | Other Service Provider | $356,032 | — | $356,032 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $300,330 | — | $300,330 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $285,315 | — | $285,315 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $220,977 | — | $220,977 |
| VULCAN VALUE PARTNERS | Other Service Provider | $166,320 | — | $166,320 |
| T ROWE PRICE ASSOCIATES INC. | Other Service Provider | $154,990 | — | $154,990 |
| LEGAL & GENERAL INVESTMENT MANAGEME | Other Service Provider | $109,982 | — | $109,982 |
| BLOOMBERG FINANCE LP | Other Service Provider | $106,799 | — | $106,799 |
| BURGISS GROUP LLC | Other Service Provider | $93,676 | — | $93,676 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $40,000 | — | $40,000 |
| K&L GATES, LLP | Other Service Provider | $37,254 | — | $37,254 |
| BLACKROCK CORP | Custodian / Trustee | $22,242 | — | $22,242 |
| GRANT THORNTON LLP | Other Service Provider | $13,564 | — | $13,564 |
| CIEBA | Other Service Provider | $12,990 | — | $12,990 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | — | $7,556 | $7,556 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $5,444 | — | $5,444 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Actuary
- JENNISON ASSOCIATES LLC — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- RUSSELL IMPLEMENTATION SERVICES — Investment Advisor
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,109,824
- Estimated Expense Ratio: 0.215% 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 | $81,576,240 | $15,552,439 | $821,590 | — | — |
| 2023 | $71,505,001 | — | — | — | — |
| 2022 | $28,894,426 | — | — | — | — |