Plan Snapshot
- Plan Sponsor: Xerox Corporation
- Sponsor EIN: 160468020
- Sponsor Address: 201 MERRITT 7, NORWALK, CT, 06851
- Plan Type: 401(k)
- Plan Number: 523
- Total Participants: 85
- Total Assets: $562,125
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 | 85 | $562,125 | $0 | $0 |
| 2023 | 116 | $575,498 | $0 | $0 |
| 2022 | 136 | $590,025 | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $33,000 | — | $33,000 |
| AON CONSULTING, INC. | Recordkeeper | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- AON CONSULTING, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,000
- Estimated Expense Ratio: 7.650% 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 | $44,000 | — | — | $33,000 | — |
| 2023 | $44,000 | — | — | $33,000 | — |
| 2022 | $41,000 | — | — | — | $41,000 |