# Pitney Bowes INC. 401(k) Plan
Source: https://planprovider.pro/companies/pitney-bowes-inc-401k-plan

> Pitney Bowes INC.'s 401(k) plan: 5,862 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bdg-cpas) — NONE

- [BECHER, DELLA TORRE, GITTO & CO.](https://planprovider.pro/provider/bdg-cpas) — Auditor

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/morgan-lewis-and-bockius-llp) — NONE

- [NEWEDGE ADVISORS LLC](https://planprovider.pro/provider/newedge-advisors) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pitney-bowes-inc-401k-plan)

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