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Original filing (PDF)20251009112135NAL0011346880001
FISERV SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
FIRST DATA CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~5463 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.1M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 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
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 5463 bps in Schedule C fees — 10405% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISERV SOLUTIONS, LLC.
Plan sponsor
Name
FISERV SOLUTIONS, LLC
EIN
39-1833695
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
005
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS HEALTH | 52-1883918 | — | NONE | $352K | — |
| AON INVESTMENT CONSULTING, INC. | 36-3109431 | — | NONE | $133K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $112K | — |
| PARAMETRIC | — | SEATTLE, WA | NONE | $51K | — |
Investments
4 pooled funds· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG CREDIT BOND FUND AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 007 | Common Collective Trust | $0 | <0.1% |
| 20+ YEAR U.S. TREASURY STRIPS INDEX AON HEWITT GROUP TRUST · EIN 27-2436452 / PN 012 | Common Collective Trust | $0 | <0.1% |
| US INTERMEDIATE GOVT BD INDEX FUND AON HEWITT GROUP TRUST · EIN 37-6543784 / PN 043 | Common Collective Trust | $0 | <0.1% |
| AON COLLECTIVE INTERMEDIATE CR BD AON HEWITT GROUP TRUST · EIN 37-6543784 / PN 038 | Common Collective Trust | $0 | <0.1% |