Plan Snapshot
- Plan Sponsor: Xylem INC.
- Sponsor EIN: 452080495
- Sponsor Address: 10 BANK STREET, WHITE PLAINS, NY, 10606
- Plan Type: DB
- Total Participants: 320
- Total Assets: $84.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 320 | $84.3M | $5.0M | $0 |
| 2023 | 374 | $85.1M | $5.0M | $0 |
| 2022 | 447 | $79.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | RECORDKEEPING FEES | $348,992 | — | $348,992 |
| NISA INVESTMENT ADVISORS | INVESTMENT ADVISORY | $288,419 | — | $288,419 |
| AON CONSULTING (NJ) | INVESTMENT ADVISORY | $161,553 | — | $161,553 |
| CAPFINANCIAL PARTNERS | INVESTMENT ADVISORY | $112,500 | — | $112,500 |
| CROWE LLP | ACCOUNTANT | $69,344 | — | $69,344 |
| JACKSON LEWIS PC | LEGAL | $9,642 | — | $9,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING (NJ) — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $990,450
- Estimated Expense Ratio: 1.174% 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 | $1,334,769 | $234,331 | $211,892 | $64,837 | — |
| 2023 | $1,834,014 | $327,976 | — | $32,115 | — |
| 2022 | $1,391,091 | $403,489 | $130,415 | — | $66,704 |