Plan Snapshot
- Plan Sponsor: Xerox Corporation
- Sponsor EIN: 933664702
- Sponsor Address: 401 MERRITT 7, NORWALK, CT, 06851
- Plan Type: 401(k)
- Plan Number: 016
- Total Participants: 0
- Total Assets: $4.0B
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 | 0 | $4.0B | $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 |
|---|---|---|---|---|
| T ROWE PRICE | Other Service Provider | $776,458 | — | $776,458 |
| LSV ASSET MANAGEMENT | Other Service Provider | $725,826 | — | $725,826 |
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $625,891 | — | $625,891 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $255,871 | — | $255,871 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $181,622 | — | $181,622 |
| VOYA INVESTMENT TRUST CO. | Other Service Provider | $92,543 | — | $92,543 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,658,211
- Estimated Expense Ratio: 0.066% 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 | $2,658,212 | $2,658,212 | — | — | — |