Xerox Participant Directed Pool — Form 5500 plan (Xerox Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Xerox Participant Directed Pool is a benefit plan reported by Xerox Corporation under EIN 04-3192419 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,018,321,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xerox Corporation
- EIN
- 04-3192419
- Plan number
- 016
- Plan type
- 4
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,018,321,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014144628NAL0026452705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,018,321,933
- Total liabilities (EOY)
- $1,504,139
- Net assets (EOY)
- $4,016,817,794
- Net assets (BOY)
- $3,712,366,647
Income & contributions
- Total contributions
- $0
- Total income / additions
- $590,630,536
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,603,240
- Total expenses
- $2,603,240
- Net increase / (decrease)
- $588,027,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $740,361 | not reported in the loaded dataset | 2023 |
| T Rowe Price | NONE | $700,968 | $0 | 2023 |
| Mfs Heritage Trust Company | NONE | $602,228 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $240,362 | $0 | 2023 |
| Blackrock Institutional Trust | NONE | $186,936 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Co. | NONE | $92,834 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | NONE | $21,864 | not reported in the loaded dataset | 2023 |
| Stevens Group, Inc. | NONE | $10,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xerox Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Lsv Asset Management — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Voya Investment Trust Co. — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Stevens Group, Inc. — Schedule C compensation