Xylem Retirement Savings Plan
Sponsored by Xylem Inc. · EIN 452080495 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 8,288
- With balances
- 11,088
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | 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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $423,563 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $382,555 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $154,789 |
| Crowe Llp | Accounting | $145,444 |
| Jackson Lewis P.C. | Legal | $22,963 |
| Alight Solutions Llc | Consulting (general) | $12,634 |