Fiserv Solutions 401(k) and pension plans

Fiserv Solutions, LLC., Milwaukee, WI. EIN 39-1833695. Annual reports 2009–2024. Also filed as First Data Corporation; Fiserv, Inc.; Fiserv Solutions LLC; Fiserv Solutions, LLC.

Fiserv Solutions, LLC. has 2 active retirement plans on file. The largest is the Fiserv 401(k) Savings Plan, with 36,649 participants and $5.1 billion in assets in 2024. Merrill has been its recordkeeper since 2016.

Active plans: 2
Participants: 36,649
Plan assets: $5.1 billion
401(k) recordkeeper: Merrill
Plans on file: 3
Industry: Professional services

All 3 plans

Active plans first

Fiserv 401(k) Savings Plan

401(k)Active

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

Plan number: 004Employer EIN 39-1833695
Participants (2024): 36,649
Net assets (2024): $5.1 billion
Recordkeeper: MerrillEarlier: Mercer (2009–2015)
Plan administrator: Fiserv Solutions, LLC.
600 N. Vel R. Phillips Avenue
Milwaukee, WI 53203
(262) 879-5000As filed for 2024
In effect since: July 1, 1990

Earlier sponsor: First Data Corporation (2009–2019).

Earlier plan names: First Data Corporation Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	36,649	$5.1 billion	Merrill
2023	39,782	$4.8 billion	Merrill
2022	39,648	$4.3 billion	Merrill
2021	39,389	$5.5 billion	Merrill
2020	39,208	$5.2 billion	Merrill
2019	17,579	$1.6 billion	Merrill
2018	18,235	$1.4 billion	Merrill
2017	19,298	$1.6 billion	Merrill
2016	20,988	$1.5 billion	Merrill
2015	20,927	$1.4 billion	Mercer
2014	20,548	$1.6 billion	Mercer
2013	20,728	$1.6 billion	Mercer
2012	21,477	$1.4 billion	Mercer
2011	21,248	$1.2 billion	Mercer
2010	22,316	$1.2 billion	Mercer
2009	24,857	$1.1 billion	Mercer

First Data Corporation Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 005Employer EIN 39-1833695
Participants (2023): 0
Net assets (2023): $1.1 million
Administered by: Telus HealthEarlier: Lifeworks (2020–2021), Morneau Schepell (2019), Mercer (2009–2017)
Plan administrator: Fiserv Solutions, LLC
600 N. Vel R. Phillips Avenue
Milwaukee, WI 53203
(262) 879-5000As filed for 2023
In effect since: July 1, 1990

Earlier sponsor: First Data Corporation (2009–2019).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$1.1 million	Telus Health
2022	4,227	$130 million	Telus Health
2021	4,302	$130 million	Lifeworks
2020	4,404	$183 million	Lifeworks
2019	4,517	$181 million	Morneau Schepell
2017	4,620	$145 million	Mercer
2016	4,675	$167 million	Mercer
2015	4,753	$154 million	Mercer
2014	5,668	$154 million	Mercer
2013	5,732	$166 million	Mercer
2012	5,769	$155 million	Mercer
2011	5,834	$152 million	Mercer
2010	5,882	$133 million	Mercer
2009	5,955	$127 million	Mercer

401(k) Savings Plan of Fiserv, Inc. and Its

401(k)Merged

Merged. In 2020 its assets moved to the Defi Auto, LLC 401(k) Plan (EIN 23-2765520, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 39-1833695
Participants (2019): 22,746
Net assets (2019): $3.3 billion
Recordkeeper: Vanguard2009–2020
Plan administrator: Fiserv Solutions LLC
P.O. Box 979
Brookfield, WI 53008
(262) 879-5000As filed for 2020
In effect since: January 1, 1984

Plans merged into this one: Open Solutions, LLC 401(k) Plan (2012).

Earlier sponsor: Fiserv, Inc. (2009–2017).

Earlier plan names: 401K Savings Plan of Fiserv, Inc. and Its Participating Subsidiaries; 401(k) Savings Plan of Fiserv, Inc. and Its Participating Subsidiaries.

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	Vanguard
2019	22,746	$3.3 billion	Vanguard
2018	23,059	$2.7 billion	Vanguard
2017	23,653	$2.9 billion	Vanguard
2016	24,125	$2.5 billion	Vanguard
2015	23,103	$2.3 billion	Vanguard
2014	22,307	$2.2 billion	Vanguard
2013	21,964	$2.1 billion	Vanguard
2012	21,151	$1.7 billion	Vanguard
2011	21,206	$1.5 billion	Vanguard
2010	21,434	$1.4 billion	Vanguard
2009	22,218	$1.3 billion	Vanguard

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Fiserv 401(k) 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.
Or call the plan administrator listed on the plan below ((262) 879-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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