Employers › Xylem › plan 203
Recordkeeping fees per participant · Xylem Bell & Gossett Savings Plan for Hourly Employees · plan year 2024
$133.52
Higher than 72% of the 14,075 plans $10 to 50M that report it.
= $40,189 / 301
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014090152NAL0002368289001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090152NAL0002368289001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$133.52
Higher than 55% of the 24,371 plans $10 to 50M that report it.
= $40,189 / 301
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014090152NAL0002368289001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090152NAL0002368289001, received 2025-10-14
Administrative expenses per participant
$167.42
Higher than 43% of the 25,098 plans $10 to 50M that report it.
= $50,393 / 301
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090152NAL0002368289001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090152NAL0002368289001, received 2025-10-14
Administrative expenses as a share of assets
0.233%
Higher than 40% of the 25,132 plans $10 to 50M that report it.
= $50,393 / $21,643,857
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090152NAL0002368289001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014090152NAL0002368289001, received 2025-10-14
Employer contributions per participant
$1,253
Higher than 25% of the 24,050 plans $10 to 50M that report it.
= $377,078 / 301
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090152NAL0002368289001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090152NAL0002368289001, received 2025-10-14
Employer share of total contributions
25.1%
Higher than 40% of the 24,084 plans $10 to 50M that report it.
= $377,078 / $1,504,947
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090152NAL0002368289001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014090152NAL0002368289001, received 2025-10-14
97.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($167.42 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014090152NAL0002368289001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | XYLEM INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Plan name | XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Sponsor EIN / plan number | 45-2080495 / 203 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Sponsor location | WHITE PLAINS, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Industry (business code) | 333200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Participants, beginning of year | 378 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Active participants | 288 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Participants, end of year | 337 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Participants with an account balance | 301 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total assets, beginning of year | $20,064,567 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total assets, end of year | $21,643,857 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Net assets, end of year | $21,630,453 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total income | $3,833,062 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Net income | $1,581,544 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Employer contributions | $377,078 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Participant contributions | $1,043,210 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $84,659 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total contributions | $1,504,947 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Benefit payments | $2,191,029 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $2,251,518 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Total administrative expenses | $50,393 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Recordkeeping fees | $40,189 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Investment advisory and management fees | $10,204 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Administrative expenses excluding investment management | $40,189 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Held in master trusts | $21,093,028 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014090152NAL0002368289001, received 2025-10-14 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014090152NAL0002368289001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014090152NAL0002368289001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $19,611 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $19,459 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $10,204 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014090152NAL0002368289001, received 2025-10-14.
XYLEM INC. RET. SAV. MASTER TRUST (EIN 453304527, PN 301): plan interest $21,093,028, 1.2% of the trust. The trust's own filing (20251014083035NAL0005069042001, received 2025-10-14) reports net assets $1,774,093,578, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $20,064,567 | $21,643,857 | 7.9% |
| Participants with a balance | 340 | 301 | -11.5% |
| Administrative expenses | $44,424 | $50,393 | 13.4% |
| Recordkeeping fees per participant | $104.77 | $133.52 | 27.4% |
| Employer contributions | $365,014 | $377,078 | 3.3% |
Prior filing 20241015084203NAL0029042785001, received 2024-10-15; the plan years are contiguous.