# Pfizer INC 401(k) Plan Source: https://planprovider.pro/companies/pfizer-inc-363146075-001 > Pfizer INC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/mercer-advisors) — Actuary - [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [RUSSELL IMPLEMENTATION SERVICES](https://planprovider.pro/provider/russell-investments) — Investment Advisor - [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-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|—|—|—|—| ## Similar Plans - [The Business Council Of New York State, INC. 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