PlanOptica
Retirement plan

THERADOC, INC. 401(K) PLAN

PFIZER INC.EIN 13-5315170Plan #024PY 2016
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ATTN US BENEFITS, 100 ROUTE 206N - PEAPACK, NJ 07977908-901-6919pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
8 filings
#001Retirement-$12.49B assets#002Retirement-$11.60B assets#023Retirement-$1.38B assets#021Retirement-$325.8M assets#019Retirement-$148.9M assets#017Retirement-$51.6M assets#025Retirement-$11.4M assets#012Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
STEPHEN PENNACCHIO
Signed 10/06/2016 (sponsor) / 10/06/2016 (admin)
(908) 901-6919
Plan administrator entity
SAVINGS PLAN COMMITTEE PFIZER INC.
EIN 132875255
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Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
0.20%
-2.20 pp from 2016

Benchmarks

See 8,145 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort8,145 peers
Snapshot2016
Participant deferral / active EE
$0
median $2,645
Employer contribution / active EE
$0
median $1,419
Participation rate
0.0%
median 88.9%
Avg account balance
$0
median $54,869
Admin fee / account holder
$0
median $702
Annual return
0.20%
median 6.07%
Overall peer rank
15th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed July 27, 2011 (most recent of 5 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D
Plan features
  • 2A
    Age/service weighted or new comparability plan
    Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$924K
  • Other / not subdivided$924K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-