Plan Snapshot
- Plan Sponsor: Xylem INC.
- Sponsor EIN: 452080495
- Sponsor Address: 10 BANK STREET, WHITE PLAINS, NY, 10606
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.4M
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 | 133 | $9.4M | $160,453 | $435,590 |
| 2023 | 124 | $9.7M | $157,556 | $436,706 |
| 2022 | 129 | $9.3M | $154,460 | $457,455 |
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 | $16,666 | $3,205 | — | — | — |
| 2023 | $25,412 | $2,471 | — | — | — |
| 2022 | $11,139 | $2,188 | — | — | — |