Plan Snapshot
- Plan Sponsor: Xerox Corporation
- Sponsor EIN: 160468020
- Sponsor Address: 401 MERRITT 7, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $103.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 433 | $103.3M | $313,000 | $1.2M |
| 2023 | 486 | $107.1M | $360,000 | $1.3M |
| 2022 | 519 | $110.7M | $442,000 | $1.5M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | NONE | $23,371 | — | $23,371 |
| XEROX CORPORATION | EMPLOYER | $9,709 | — | $9,709 |
| STATE STREET BANK & TRUST | NONE | $9,454 | — | $9,454 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $7,193 | — | $7,193 |
| ROCATON INVESTMENT ADVISORS, LLC | NONE | $6,044 | — | $6,044 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,771
- Estimated Expense Ratio: 0.054% 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 | $82,000 | $6,044 | $9,709 | $7,193 | — |
| 2023 | $62,000 | $7,766 | $10,014 | $7,432 | — |
| 2022 | $8,000 | — | — | — | $8,000 |