# Xerox Corporation 401(k) Plan
Source: https://planprovider.pro/companies/xerox-corporation-401k-plan-002

> Xerox Corporation's 401(k) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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