# Xerox Corporation 401(k) Plan
Source: https://planprovider.pro/companies/xerox-corporation-401k-plan-334

> Xerox Corporation's 401(k) plan: 8,279 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:** 8,279

- **Total Assets:** $4.0B

## 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|8,279|$4.0B|$16.5M|$65.8M|

| 2023|9,876|$3.9B|$18.2M|$70.1M|

| 2022|10,291|$3.6B|$18.4M|$74.0M|

## 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|RECORDKEEPER|$907,800|—|$907,800|

| XEROX CORPORATION|EMPLOYER|$377,113|—|$377,113|

| STATE STREET BANK & TRUST|TRUSTEE|$367,231|—|$367,231|

| PRICEWATERHOUSECOOPERS LLP|NONE|$279,407|—|$279,407|

| ROCATON INVESTMENT ADVISORS, LLC|NONE|$234,781|—|$234,781|

| AON CONSULTING, INC|NONE|$38,996|—|$38,996|

| EVESTMENT ALLIANCE, LLC|NONE|$20,187|—|$20,187|

| MORGAN, LEWIS & BOCKIUS, LLP|NONE|$12,325|—|$12,325|

| COMMITTEE ON INVESTMENT OF EMPLOYEE|EMPLOYER|$8,370|—|$8,370|

| COVINGTON & BURLING|NONE|$5,447|—|$5,447|

### 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

- [AON CONSULTING, INC](https://planprovider.pro/provider/alight-solutions) — NONE

- [MORGAN, LEWIS & BOCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,251,657

- **Estimated Expense Ratio:** 0.057% 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|$3,067,000|$234,781|$377,113|$279,407|—|

| 2023|$2,810,000|$281,261|$362,651|$269,168|—|

| 2022|$265,000|—|—|—|$265,000|

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