Fiserv 401(K) Savings Plan — Form 5500 plan (Fiserv Solutions, LLC.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fiserv 401(K) Savings Plan is a benefit plan reported by Fiserv Solutions, LLC. under EIN 39-1833695 and plan number 004. The latest loaded filing year is 2023. The filing reports 39,648 participants and $4,811,714,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiserv Solutions, LLC.
EIN
39-1833695
Plan number
004
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
39,648
End-of-year plan assets
$4,811,714,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339,648H, C20240704042219NAL0005147507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,811,714,630
Total liabilities (EOY)
$4,251,462
Net assets (EOY)
$4,807,463,168
Net assets (BOY)
$4,336,830,447

Income & contributions

Employer contributions
$68,763,385
Participant contributions
$216,689,047
Total contributions
$307,820,171
Total income / additions
$1,042,613,546

Expenses & distributions

Benefits paid
$570,207,458
Administrative expenses
$1,680,238
Total expenses
$571,980,825
Net increase / (decrease)
$470,632,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SNONE$1,619,441$188,4382023
Aon HewittNONE$87,500not reported in the loaded dataset2023

Related Form 5500 pages