Plan Ledger DOL Form 5500 · updated monthly

Fiserv Solutions, LLC.401(k)

FISERV 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Fiserv Solutions, LLC. reported $1,464,863 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $3,081 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3rd-largest of 1,936 plans among Wisconsin employers on file, and the 27th of 11,654 in professional & technical services. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,133,198,501
Participants with balances36,203
Active participants22,809
Employer contributions$70,267,899
Employee contributions$227,666,792
Employer contribution per active participant$3,081
Average account balance$141,789
Benefits paid to participants$663,365,518
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1B · 36,203 accts · $70.3M emplr
2023$4.8B · 38,582 accts · $68.8M emplr
2022$4.3B · 39,129 accts · $69.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,128,202
Investment management$239,869
Total administrative$1,464,863
The Fiserv Solutions, LLC. 401(k) match · 2024
Employer contribution per active participant$3,081
Median for plans this size$5,259
2024$3,081 per active participant
2023$2,607 per active participant
2022$2,760 per active participant

Fiserv Solutions, LLC.'s 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$1,128,202
BANK OF NEW YORK MELLON · Investment advisory (plan)$239,869
AON HEWITT · Consulting$96,792

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,464,863 · 0.03%
2023$1,680,238 · 0.04%
2022$1,914,075 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Bloomberg L.P. NY$5.7B · 0.00%
Burns & McDonnell, Inc MO$5.5B · 0.02%
Mms USA Holdings, Inc. IL$5.2B · 0.04%
The Mitre Corporation MA$5.1B · 0.02%
Wpp Group USA, Inc. NY$4.7B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391833695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.