Employers › Xerox › plan 002
Recordkeeping fees per participant · Savings Plan of Xerox Corporation and the Xerographic DIV Rochester Regional Joint Board · plan year 2024
$30.08
Higher than 24% of the 5,847 plans $50 to 250M that report it.
= $23,371 / 777
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015170600NAL0002792867001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015170600NAL0002792867001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$97.76
Higher than 53% of the 8,758 plans $50 to 250M that report it.
= $75,956 / 777
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015170600NAL0002792867001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015170600NAL0002792867001, received 2025-10-15
Administrative expenses per participant
$105.53
Higher than 39% of the 9,042 plans $50 to 250M that report it.
= $82,000 / 777
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015170600NAL0002792867001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015170600NAL0002792867001, received 2025-10-15
Administrative expenses as a share of assets
0.079%
Higher than 30% of the 9,049 plans $50 to 250M that report it.
= $82,000 / $103,271,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015170600NAL0002792867001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015170600NAL0002792867001, received 2025-10-15
Employer contributions per participant
$403
Higher than 3% of the 9,105 plans $50 to 250M that report it.
= $313,000 / 777
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015170600NAL0002792867001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015170600NAL0002792867001, received 2025-10-15
Employer share of total contributions
21.2%
Higher than 23% of the 9,112 plans $50 to 250M that report it.
= $313,000 / $1,473,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015170600NAL0002792867001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015170600NAL0002792867001, received 2025-10-15
98.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $66,718 ($191.40 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015170600NAL0002792867001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | XEROX CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Plan name | SAVINGS PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIV ROCHESTER REGIONAL JOINT BOARD | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Sponsor EIN / plan number | 16-0468020 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Sponsor location | NORWALK, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Industry (business code) | 334110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Participants, beginning of year | 992 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Active participants | 433 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Participants, end of year | 925 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Participants with an account balance | 777 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total assets, beginning of year | $107,102,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total assets, end of year | $103,271,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Net assets, end of year | $103,271,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total income | $13,146,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Net income | $-3,834,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Employer contributions | $313,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Participant contributions | $1,160,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total contributions | $1,473,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Benefit payments | $16,898,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $16,980,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Total administrative expenses | $82,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Contract administrator fees | $9,709 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Recordkeeping fees | $23,371 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| IQPA audit fees | $7,193 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Investment advisory and management fees | $6,044 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Administrative expenses excluding investment management | $75,956 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Held in master trusts | $101,502,000 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015170600NAL0002792867001, received 2025-10-15 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015170600NAL0002792867001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015170600NAL0002792867001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICESrecordkeeper | NONE | 15 Recordkeeping and information management | $23,371 | no |
| XEROX CORPORATION | EMPLOYER | 13 Contract administrator | $9,709 | no |
| STATE STREET BANK & TRUST | NONE | 25 Trustee (directed) | $9,454 | no |
| PRICEWATERHOUSECOOPERS LLP | NONE | 10 Accounting (including auditing) | $7,193 | no |
| ROCATON INVESTMENT ADVISORS, LLC | NONE | 27 Investment advisory (plan) | $6,044 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015170600NAL0002792867001, received 2025-10-15.
XEROX DEFINED CONTRIBUTION PLAN TRU (EIN 933664702, PN 016): plan interest $101,502,000, 2.5% of the trust. The trust's own filing (20251015174932NAL0005572465001, received 2025-10-15) reports net assets $4,044,108,284, administrative expenses $2,658,212, recordkeeping fees not reported, investment management fees $2,658,212 and 6 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| T ROWE PRICE | 51 | $776,458 | $19,488 |
| LSV ASSET MANAGEMENT | 51 | $725,826 | $18,217 |
| MFS HERITAGE TRUST COMPANY | 51 | $625,891 | $15,709 |
| STATE STREET GLOBAL ADVISORS | 51 | $255,871 | $6,422 |
| BLACKROCK INSTITUTIONAL TRUST | 51 | $181,622 | $4,558 |
| VOYA INVESTMENT TRUST CO. | 51 | $92,543 | $2,323 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $107,102,000 | $103,271,000 | -3.6% |
| Participants with a balance | 822 | 777 | -5.5% |
| Administrative expenses | $62,000 | $82,000 | 32.3% |
| Recordkeeping fees per participant | $28.38 | $30.08 | 6.0% |
| Employer contributions | $360,000 | $313,000 | -13.1% |
Prior filing 20241014144128NAL0052715138001, received 2024-10-14; the plan years are contiguous.