# Xylem INC. 401(k) Plan
Source: https://planprovider.pro/companies/xylem-inc-401k-plan-209

> Xylem INC.&#39;s 401(k) plan: 170 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:** 170

- **Total Assets:** $16.5M

## 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|170|$16.5M|$236,909|$723,837|

| 2023|173|$15.9M|$230,718|$701,588|

| 2022|205|$14.9M|$234,567|$796,862|

## 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|$12,323|—|$12,323|

| CROWE LLP|ACCOUNTANT/AUDITOR|$12,156|—|$12,156|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,128|—|$9,128|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,607

- **Estimated Expense Ratio:** 0.204% 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|$22,733|$12,323|—|—|—|

| 2023|$39,344|$10,987|—|—|—|

| 2022|$42,470|$12,297|—|—|—|

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