Plan Snapshot
- Plan Sponsor: Pitney Bowes INC.
- Sponsor EIN: 060495050
- Sponsor Address: 3001 SUMMER STREET, STAMFORD, CT, 06926
- Plan Type: 401(k)
- Total Participants: 5,862
- Total Assets: $1.7B
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 | 5,862 | $1.7B | $24.4M | $45.1M |
| 2023 | 8,964 | $1.7B | $27.9M | $51.0M |
| 2022 | 9,600 | $1.5B | $28.0M | $51.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $459,912 | — | $459,912 |
| NEPC, LLC | NONE | $143,104 | — | $143,104 |
| BDG-CPAS | NONE | $23,300 | — | $23,300 |
| BECHER, DELLA TORRE, GITTO & CO. | Auditor | $23,300 | — | $23,300 |
| CREATIVE PLANNING LLC | NONE | $16,130 | — | $16,130 |
| MORGAN, LEWIS & BOCKIUS LLP | NONE | $15,467 | — | $15,467 |
| DYNAMIC WEALTH ADVISORS | NONE | $8,023 | — | $8,023 |
| NEWEDGE ADVISORS LLC | NONE | $6,529 | — | $6,529 |
| CHARLES SCHWAB & CO., INC. | NONE | $5,343 | — | $5,343 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — NONE
- BECHER, DELLA TORRE, GITTO & CO. — Auditor
- CREATIVE PLANNING LLC — NONE
- MORGAN, LEWIS & BOCKIUS LLP — NONE
- NEWEDGE ADVISORS LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $701,108
- Estimated Expense Ratio: 0.040% 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 | $1,243,563 | — | — | $23,300 | — |
| 2023 | $1,276,454 | — | — | $30,050 | — |
| 2022 | $1,240,139 | — | — | — | $222,978 |