Original filing (PDF)20251009112732NAL0006911009001

FISERV, INC.

Name: FISERV, INC. — FISERV EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: FISERV, INC.

Form 5500

FILING_RECEIVED

FISERV EMPLOYEES' RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

100% in single holding~8821 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$15K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISERV, INC..

Plan sponsor

Name

FISERV, INC.

EIN

39-1506125

Address

600 N. VEL R. PHILLIPS AVENUE · MILWAUKEE, WI · 53203

Phone

(262) 879-5000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK, NATIONAL ASSOCIATION	22-1146430	—	NONE	$14K	—

Investments

1 direct security· $15K(95% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Federated Hermes Government Obligations Fund	—	—	—	$15K	95.5%

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