Plan Snapshot
- Plan Sponsor: Xylem INC.
- Sponsor EIN: 452080495
- Sponsor Address: 10 BANK STREET, WHITE PLAINS, NY, 10606
- Plan Type: 401(k)
- Total Participants: 8,288
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,288 | $1.8B | $60.0M | $79.8M |
| 2023 | 8,328 | $1.6B | $49.6M | $49.1M |
| 2022 | 4,636 | $847.5M | $33.1M | $44.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $423,563 | — | $423,563 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $382,555 | — | $382,555 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $154,789 | — | $154,789 |
| CROWE LLP | ACCOUNTANT/AUDITOR | $145,444 | — | $145,444 |
| JACKSON LEWIS P.C. | ATTORNEY/LEGAL | $22,963 | — | $22,963 |
| ALIGHT SOLUTIONS LLC | CONSULTANT | $12,634 | — | $12,634 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- JACKSON LEWIS P.C. — ATTORNEY/LEGAL
- ALIGHT SOLUTIONS LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,141,948
- Estimated Expense Ratio: 0.065% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,322,171 | $423,563 | — | — | — |
| 2023 | $1,126,055 | $324,697 | — | — | — |
| 2022 | $1,251,157 | $311,648 | — | — | — |