# Spx Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spx-enterprises-llc-401k-plan

> Spx Enterprises, LLC's 401(k) plan: 3,506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spx Enterprises, LLC

- **Sponsor EIN:** 881769617

- **Sponsor Address:** 6325 ARDREY KELL ROAD, CHARLOTTE, NC, 28277

- **Plan Type:** 401(k)

- **Total Participants:** 3,506

- **Total Assets:** $969.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|3,506|$969.4M|$11.3M|$20.3M|

| 2023|3,529|$825.6M|$9.8M|$17.4M|

| 2022|2,872|$687.3M|$8.1M|$15.0M|

## 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 INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$277,408|—|$277,408|

| MERCER INVESTMENT MANAGEMENT, INC.|INVESTMENT ADVISOR|$94,515|—|$94,515|

| PLANTE & MORAN PLLC|ACCOUNTANT/AUDITOR|$43,000|—|$43,000|

| BDO USA, P.C.|Auditor|$43,000|—|$43,000|

| JENNER AND BLOCK LLP|ATTORNEY/LEGAL|$36,008|—|$36,008|

| WILLISTOWERSWATSON|CONSULTANT|$15,264|—|$15,264|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PLANTE & MORAN PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [WILLISTOWERSWATSON](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $509,195

- **Estimated Expense Ratio:** 0.053% 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|$466,195|$94,515|$3,300|$43,000|—|

| 2023|$388,661|—|$1,500|$44,600|—|

| 2022|$485,668|—|—|—|$485,668|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spx-enterprises-llc-401k-plan)

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