Plan Snapshot
- Plan Sponsor: Xylem INC.
- Sponsor EIN: 452080495
- Sponsor Address: 10 BANK STREET, WHITE PLAINS, NY, 10606
- Plan Type: 401(k)
- Total Participants: 946
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 946 | $8.3M | $621,362 | $862,190 |
| 2023 | 865 | $7.3M | $448,644 | $735,109 |
| 2022 | 759 | $5.6M | $390,379 | $624,156 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,541 | $3,955 | — | — | — |
| 2023 | $45,881 | $2,898 | — | — | — |
| 2022 | $40,598 | $2,976 | — | — | — |