Pitney Bowes Inc. 401(k) Plan
Sponsored by Pitney Bowes Inc. · EIN 060495050 · Plan #006
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 5,862
- With balances
- 12,248
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $459,912 |
| Nepc, Llc | Consulting (general), Direct payment from the plan | $143,104 |
| Bdg Cpas | Accounting, Direct payment from the plan | $23,300 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $16,130 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $15,467 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $8,023 |
| Newedge Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,529 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $5,343 |