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Retirement plan

GLOBAL BLOOD THERAPEUTICS INC 401K PLAN

PFIZER INCEIN 13-5315170Plan #029PY 2022
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ATTENTION US BENEFITS, 100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
5 filings
#002Retirement-$17.83B assets#001Retirement-$10.87B assets#019Retirement-$85.2M assets#028Retirement--#012Retirement--
Prospect flagsCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-8000
Plan administrator signer
STEPHEN PENNACCHIO
Signed 09/29/2023
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)
$45.9M
No prior year
Total participants
617
No prior year
Average account balance
$75,176
No prior year
Annual return
-15.23%
+72.78 pp from 2023

Benchmarks

See 3,158 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants250-999
Cohort3,158 peers
Snapshot2022
Participant deferral / active EE
$20,569
median $7,179
Employer contribution / active EE
$7,584
median $2,628
Participation rate
98.8%
median 88.4%
Avg account balance
$75,176
median $53,682
Admin fee / account holder
$118
median $123
Annual return
-15.23%
median -15.35%
Overall peer rank
72nd 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 2 by compensation
ProviderService typeCompensation
FID INV INST OPS CO1+ years
Service code 37 · EIN 04-2647786
Loan Processing
$56,587
STRATEGIC ADVISORS, INC.1+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$15,344

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 codes2E2F2G2J2K2R2S2T3D
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.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 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.

Opportunity flags

1 tripped
  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$72K
$148 / participant
  • Investment mgmt$15K21.3%
  • Other / not subdivided$57K78.7%
% of EOY assets
0.157%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified