PlanOptica
Retirement plan

MEDIVATION 401(K) PLAN

PFIZER INC.EIN 13-5315170Plan #026PY 2018
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100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
8 filings
#002Retirement-$14.07B assets#001Retirement-$12.28B assets#019Retirement-$109.4M assets#017Retirement-$32.7M assets#027Retirement-$1.1M assets#021Retirement--#023Retirement--#012Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-8000
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/11/2018
Plan administrator entity
THE SAVINGS PLAN COMMITTEE
EIN 135315170
PFIZER INC., 100 ROUTE 206 NORTH · PEAPACK, NJ 07977
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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
-93.49%
+112.43 pp from 2018

Benchmarks

See 8,254 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort8,254 peers
Snapshot2018
Participant deferral / active EE
$0
median $2,927
Employer contribution / active EE
$0
median $1,459
Participation rate
0.0%
median 88.2%
Avg account balance
$0
median $55,989
Admin fee / account holder
$0
median $760
Annual return
-93.49%
median -5.79%
Overall peer rank
2nd 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

Top 1 by compensation
ProviderService typeCompensation
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years
Service code 64
8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111
Recordkeeping Fees
$23,652

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 codes2E2F2G2J2K2T3D3H
Plan features
  • 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.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 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.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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
$24K
  • Contract admin$24K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG LLC
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer