Suzanne Greenway signed Xerox Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xerox Corporation's EIN is 16-0468020.
Download the official 2024 Form 5500 (PDF) for Xerox Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xerox Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 71-0294708 | — | RECORDKEEPER | $908K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| XEROX DEFINED CONTRIBUTION PLAN TRU XEROX CORPORATION · EIN 93-3664702 / PN 016 | Master Trust | — | — | $3.9B | 99.1% | |
| Loans to plan participants with maturity dates from 2025 through 2043 and interest rates on outstanding * Participant loans from 4.25% to 9.50% per annum N/A (1) | Bonds / Notes | — | — | $17.8M | 0.4% |
| 04-3638035 |
| — |
| NONE |
| $235K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-6028663 | — | TRUSTEE | $367K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $279K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVESTMENT ALLIANCE, LLC | 58-2540972 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| XEROX CORPORATION | 16-0468020 | — | EMPLOYER | $377K | — |
| AON CONSULTING, INC | 22-2232264 | — | NONE | $39K | — |
| MORGAN, LEWIS & BOCKIUS, LLP | 23-0891050 | — | NONE | $12K | — |
| COMMITTEE ON INVESTMENT OF EMPLOYEE | 47-5104757 | — | EMPLOYER | $8K | — |
| COVINGTON & BURLING | 53-0188411 | — | NONE | $5K | — |
