Plan Snapshot
- Plan Sponsor: Pfizer INC
- Sponsor EIN: 135315170
- Sponsor Address: ATTENTION US BENEFITS, NEW YORK, NY, 100012192
- Plan Type: 401(k)
- Total Participants: 29,469
- Total Assets: $22.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29,469 | $22.0B | $552.3M | $593.6M |
| 2023 | 33,309 | $19.6B | $552.9M | $582.0M |
| 2022 | 30,033 | $17.8B | $487.2M | $511.5M |
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 |
|---|---|---|---|---|
| ALLIANCE BERNSTEIN | INV. MGMT | $3,475,117 | — | $3,475,117 |
| FID INV INST OPS CO | RECORDKEEPER | $2,791,880 | — | $2,791,880 |
| WELLINGTON TRUST COMPANY | INV. MGMT | $1,441,280 | $260,610 | $1,701,890 |
| T. ROWE PRICE ASSOCIATES INC. | INV. MGMT | $818,831 | — | $818,831 |
| SEI INVESTMENTS COMPANY | INV. MGMT | $474,587 | — | $474,587 |
| STATE STREET GLOBAL ADVISORS | INV. MGMT | $179,777 | $209,976 | $389,753 |
| THE NORTHERN TRUST COMPANY | INV. MGMT | $94,083 | — | $94,083 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,746,141
- Estimated Expense Ratio: 0.044% 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 | $9,419,816 | $3,349,422 | — | — | — |
| 2023 | $5,116,159 | — | — | — | — |
| 2022 | $4,791,215 | — | — | — | — |