# Xylem INC. DB Plan
Source: https://planprovider.pro/companies/xylem-inc-plan-053

> Xylem INC.'s DB plan: 320 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:** 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)](https://planprovider.pro/provider/alight-solutions) — 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|

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