# Xylem INC. 401(k) Plan
Source: https://planprovider.pro/companies/xylem-inc-401k-plan-203

> Xylem INC.'s 401(k) plan: 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:** 288

- **Total Assets:** $21.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|288|$21.6M|$377,078|$1.0M|

| 2023|338|$20.1M|$365,014|$1.0M|

| 2022|324|$18.3M|$338,049|$992,423|

## 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|ACCOUNTANT/AUDITOR|$19,611|—|$19,611|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,459|—|$19,459|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,204|—|$10,204|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,274

- **Estimated Expense Ratio:** 0.228% 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|$50,393|$10,204|—|—|—|

| 2023|$44,424|$8,801|—|—|—|

| 2022|$30,142|$8,102|—|—|—|

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