AUMdb

Xerox Corporation Savings Plan

Sponsored by Xerox Corporation · EIN 160468020 · Plan #334

Total assets
$4.0B
Net assets
$4.0B
Active participants
8,279
With balances
18,748

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services Recordkeeping $907,800
Xerox Corporation Contract administrator $377,113
State Street Bank & Trust Trustee (directed) $367,231
Pricewaterhousecoopers Llp Accounting $279,407
Rocaton Investment Advisors, Llc Investment advisory (plan) $234,781
Aon Consulting, Inc Accounting $38,996
Evestment Alliance, Llc Consulting (general) $20,187
Morgan, Lewis & Bockius, Llp Legal $12,325
Committee On Investment Of Employee Employee (plan) $8,370
Covington & Burling Legal $5,447