Broadridge Financial Solutions 401(k) plan

Broadridge Financial Solutions, Inc., Newark, NJ. EIN 33-1151291. Annual reports 2009–2024. Also filed as Broadridge Financial Solutions, Inc; Broadridge Financial Solutions.

Broadridge Financial Solutions, Inc. has one active retirement plan on file, the Broadridge Financial Solutions, Inc. Retirement Savings Plan, with 8,840 participants and $1.9 billion in assets in 2024. Fidelity has been its recordkeeper since 2020. No traditional pension plan appears in Broadridge Financial Solutions's filings since 2009.

Active plans
1
Participants
8,840
Plan assets
$1.9 billion
401(k) recordkeeper
Fidelity
Plans on file
1
Industry
Professional services

The plan

Broadridge Financial Solutions, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 33-1151291
Participants (2024)
8,840
Net assets (2024)
$1.9 billion
Recordkeeper
FidelityEarlier: ADP (2009–2019)
Plan administrator
Broadridge Financial Solutions, Inc.
2 Gateway Center, 283 299 Market Street
Newark, NJ 07102
(201) 714-3000As filed for 2024
In effect since
April 1, 2007

Earlier plan names: Broadridge Financial Solutions Inc. Retirement Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20248,840$1.9 billionFidelity
20238,864$1.7 billionFidelity
20228,902$1.4 billionFidelity
20218,866$1.7 billionFidelity
20208,119$1.4 billionFidelity
20198,076$1.2 billionADP
20187,910$957 millionADP
20177,807$978 millionADP
20167,700$792 millionADP
20155,466$605 millionADP
20145,005$568 millionADP
20134,729$507 millionADP
20124,742$403 millionADP
20114,653$331 millionADP
20104,474$302 millionADP
20094,223$236 millionADP

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Broadridge Financial Solutions, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((201) 714-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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