# Xylem INC. 401(k) Plan
Source: https://planprovider.pro/companies/xylem-inc-401k-plan-001

> Xylem INC.'s 401(k) plan: 8,288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JACKSON LEWIS P.C.](https://planprovider.pro/provider/jackson-lewis-pc) — ATTORNEY/LEGAL

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/xylem-inc-401k-plan-001)

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