OLGA Dinova signed Pitney Bowes Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pitney Bowes Inc.'s EIN is 06-0495050.
Download the official 2024 Form 5500 (PDF) for Pitney Bowes Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pitney Bowes Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $460K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $8K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $281.9M | 16.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $162.8M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $154.6M | 8.9% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $139.9M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $122.1M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $112.7M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $94.0M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $77.7M | 4.5% | |
| Dodge and Cox Dodge and Cox Stock Fund | Mutual Funds | — | — | $67.2M | 3.9% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $58.9M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $58.5M | 3.4% | |
| Vanguard Treasury Money Market Investment | Mutual Funds | — | — | $45.6M | 2.6% | |
| PIMCO TOTAL RETURN CIT CLASS N PIMCO COLLECTIVE INVESTMENT TRUST · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $42.2M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $40.6M | 2.3% | |
| American Funds American Funds Europacific Growth Fund, R6 | Mutual Funds | — | — | $38.7M | 2.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund | Other securities | — | — | $35.6M | 2.0% | |
| American Funds American Beacon Small Cap Value Fund, Institutional | Mutual Funds | — | — | $33.8M | 1.9% | |
| Participant directed mutual fund accounts | Other securities | — | — | $30.7M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $27.5M | 1.6% | |
| Vanguard Explorer Fund, Admiral Shares | Mutual Funds | — | — | $22.3M | 1.3% | |
| Loans to participants collateralized by their vested accounts. Repayment terms range up to twenty years. Interest rates * Participant Loans in effect during period, 3.25% to 8.50% 0 | Bonds / Notes | — | — | $16.7M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $13.2M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $12.9M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $12.9M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.3% | |
| Pitney Bowes Pitney Bowes Inc. Stock | Common Stocks | — | — | $3.2M | 0.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.8M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.2% | |
| Northern Trust Northern Trust Collective Extended Equity Market Index | Common Collective Trusts | — | — | $2.6M | 0.2% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $2.6M | 0.2% | |
| Northern Trust Northern Trust Collective All Country World ex-US Index Fund | Common Collective Trusts | — | — | $2.0M | 0.1% | |
| NT MSCI ACWI EXUS INDEX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $2.0M | 0.1% | |
| NORTHERN TRUST TIPS IDX T 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $1.9M | 0.1% | |
| T. Rowe Price T. Rowe Price U.S. Treasury Money Fund | Other securities | — | — | $1.4M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEWEDGE ADVISORS LLC | 46-0854203 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | — | WOBURN, MA | NONE | $143K | — |
| BDG-CPAS | — | RIDGEWOOD, NJ | NONE | $23K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $16K | — |
| MORGAN, LEWIS & BOCKIUS LLP | — | PHILADELPHIA, PA | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
