Xylem Pension Plan For U.S. Hourly Employees
Sponsored by Xylem Inc. · EIN 452080495 · Plan #053
- Total assets
- $84.3M
- Net assets
- $84.2M
- Active participants
- 320
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Management Trust Company | Recordkeeping, Recordkeeping fees, Account maintenance fees | $348,992 |
| Nisa Investment Advisors | Investment advisory (plan), Direct payment from the plan | $288,419 |
| Aon Consulting (Nj) | Investment advisory (plan), Direct payment from the plan | $161,553 |
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $112,500 |
| Crowe Llp | Accounting, Direct payment from the plan | $69,344 |
| Jackson Lewis Pc | Legal, Direct payment from the plan | $9,642 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,750 |