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Original filing (PDF)20251015170600NAL0002792867001
XEROX CORPORATION
Form 5500
FILING_RECEIVED
SAVINGS PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIV ROCHESTER REGIONAL JOINT BOARD
401(k) retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
433
Accounts w/ balance
777
Plan assets (EOY)
$103.3M
Net assets (EOY)
$103.3M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Investment interest in Master Trust Refer to Note 4 - Master Trust N/A (1)" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XEROX CORPORATION.
Plan sponsor
Name
XEROX CORPORATION
EIN
16-0468020
Address
401 MERRITT 7 · NORWALK, CT · 06851
Phone
(585) 427-3941
Industry
Manufacturingsee all
Plan administrator
Name
XEROX CORPORATION JOINT ADMINISTRATIVE BOARD
EIN
06-1212339
City
NORWALK, CT
Phone
(585) 427-3941
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 71-0294708 | — | NONE | $23K | — |
| XEROX CORPORATION | 16-0468020 | — | EMPLOYER | $10K | — |
| STATE STREET BANK & TRUST | 04-6028663 | — | NONE | $9K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $7K | — |
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | NONE | $6K | — |
Investments
2 direct securities · 1 pooled fund· $204.7M(100% of reported assets)
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.
Uncategorized
$103.2M
2 holdings
Master Trust
$101.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment interest in Master Trust Refer to Note 4 - Master Trust N/A (1) | — | — | — | $101.5M | 98.3% | |
| XEROX DEFINED CONTRIBUTION PLAN TRU XEROX CORPORATION · EIN 93-3664702 / PN 016 | Master Trust | — | — | $101.5M | 98.3% | |
| Loans to plan participants with maturity dates from * 2025 through 2029 and interest rates on outstanding Participant loans from 4.25% to 9.50% per annum N/A (1) | — | — | — | $1.7M | 1.6% |